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Insurance Document Associate

Genesis10
life insurance, 401(k)
United States, Wisconsin, Milwaukee
Oct 22, 2025
Genesis10 is seeking an Insurance Document Associate for a full-time position with a financial services company located in Milwaukee, WI. This role is 100% onsite.

Compensation: $14.00 - 15.00 per hour.

Summary:


As an Insurance Document Associate, you will work as part of a team responsible for opening, evaluating, acknowledging, and distributing mail in support of an assigned business unit. You will ensure incoming mail reaches the correct destination, officially identify and acknowledge receipt of all incoming mail, and report required information to the underwriter. This role requires accuracy, attention to detail, and the ability to work effectively in a fast-paced environment.

Responsibilities:


  • Mail Processing & Distribution
  • Open, evaluate, and route mail to the appropriate business area.
  • Officially identify and acknowledge receipt of all incoming mail per established guidelines.
  • Report relevant information to underwriters and complete associated forms.
  • Receive and slot mail for distribution, sort and deliver printouts, manage FedEx sorting and distribution, and assist with electronic document conversion.
  • Complete underwriting and/or claims document review and audit by identifying and analyzing applications and documents for all product lines.
  • Review high-priority insurance, mail, and claim documents; identify and reroute misrouted forms.
  • Coordinate and classify documents per product guidelines and prepare them for scanning with correct ID sheets and order.
  • Process checks and DI benefits mail per established procedures, including indexing and routing as needed.
  • Analyze and review documents auto-classified/indexed by the system to identify and correct issues.
  • Review and ensure correct document type, policy number, and insured name.
  • Identify and manually index documents not recognized by the system.
  • Verify image quality, delete blank pages, and rescan as necessary.
  • Review and process underwriting and claims faxes, ensuring proper order and classification.
  • Meet all SLAs for accuracy and timeliness.
  • Handle original document requests and assist with testing and validation of document classification systems.
  • Support LAN monitoring and perform other duties as assigned by Team Leader or Manager.


Qualifications:

  • High school diploma or equivalent required.
  • 1 2 years of prior mail handling or customer service experience required.
  • Strong ability to coordinate and prioritize under tight time constraints.
  • High degree of accuracy and ability to work efficiently in a fast-paced environment.
  • Basic PC proficiency and ability to navigate multiple systems.
  • Proven team player with strong communication and collaboration skills.
  • Ability to handle confidential information in compliance with privacy laws and company standards.
  • Must be able to lift 15 20 lbs consistently.
  • Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.
  • Able to work as a W2 employee of Genesis10 (no corp to corp).



If you have the described qualifications and are interested in this exciting opportunity, apply today!

Genesis10


Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

Benefits of Working with Genesis10:


  • Access to hundreds of clients, many with long-standing relationships (5 20+ years).
  • Opportunity for long-term career growth with Genesis10.
  • Support from an experienced, caring recruiting team.
  • Behavioral Health Platform.
  • Medical, Dental, and Vision coverage.
  • Health Savings Account.
  • Voluntary Hospital Indemnity, Critical Illness, and Accident Insurance.
  • Voluntary Term Life Insurance.
  • 401K.
  • Sick Pay (where applicable).
  • Commuter Benefits (Dallas, NYC, SF).
  • Remote opportunities available.



For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, Career Growth, Diversity, and Leadership. To learn more and view all available career opportunities, visit our website.

Genesis10 is an Equal Opportunity Employer.

Candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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