Documentation Specialist II

Job Summary

A company is looking for a Documentation Specialist II to join their Experience and Partnerships Team in a remote capacity.

Key Responsibilities

• Manage the end-to-end lifecycle of Life New Business and Underwriting forms for accuracy and compliance
• Execute timely form updates due to regulatory changes and new business initiatives in collaboration with various departments
• Serve as a resource for internal stakeholders on forms and documentation usage, governance, and process alignment

Required Qualifications

• Bachelor's degree in Business, Finance, Insurance, or a related field, or equivalent experience
• 3-7 years of experience in insurance operations, product support, compliance, or forms/document management
• Advanced proficiency in Microsoft Word, Excel, Adobe Editor, and SharePoint
• Strong technical writing and document management skills
• Experience in forms governance and familiarity with Life Insurance products