At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live.  As a recognized market leader of term life insurance, we’re working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures.

We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more.  We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture.

The Document Indexing Representative will review and enter all necessary information to establish a policy within the administration system. Ensure the completeness of all required documents and attach to established policies to fulfill outstanding requirements. 

• Review and input application data, type of insurance, and riders into the administrative system to ensure the accurate and timely submission of all life insurance applications.
• Evaluate all documents for completeness to ensure they meet legal and compliance requirements including the generation of outgoing correspondence to meet replacement regulations.
• Attach all incoming new business documents to the policy file to meet or exceed pre-defined productivity and quality standards.
• Review and input all AppAssist tele-interview requests
• Reject incomplete applications and generate outbound email notifications to the appropriate parties accurately and professionally within predefined time service standards.
• Respond to email and telephone inquiries accurately, professionally and within pre-defined time standards.
• Complete other projects as assigned.

• High school diploma or equivalent
• 1+ years in professional work history
• Data entry/30 wpm typing
• Ability to perform in a fast paced production oriented environment
• Detail oriented High tolerance for repetitive tasks
• Ability to work in a team environment
• Strong organizational skills
• Knowledge of Microsoft Office (Word and Excel)

What’s in it for you?

The expected hiring compensation range for this position is $42,700 - $52,000 annually. This is a hybrid role, requiring onsite reporting three days per work week with flexibility of work from home days the remaining two. 

The total compensation package for this position may include other elements, long term incentives, and annual bonuses.  This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date.  This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year.

We have a competitive compensation and benefits package focused on your overall wellbeing.  Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff).  We’re big on professional development and we’ll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you!

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.