We are looking for a detail-oriented Mailroom Assistant to support insurance operations in Zionsville, Indiana. This contract opportunity with permanent potential is ideal for someone who enjoys hands-on document handling, organized recordkeeping, and accurate processing of incoming and outgoing materials. The person in this role will help maintain efficient mailroom workflows by managing sensitive paperwork, supporting check-related tasks, and keeping document records current.
Responsibilities:
• Receive, sort, and review incoming annuity-related paperwork to ensure documents are routed and handled accurately.
• Scan physical files and assign the correct index information so records can be retrieved quickly and efficiently.
• Maintain an organized log of incoming checks and verify entries are recorded with accuracy and consistency.
• Prepare check images and coordinate timely delivery of deposits to the treasury team for further processing.
• Assemble, review, and distribute outgoing benefit checks to clients in accordance with established procedures.
• Track archived records and support document retention and destruction activities based on recordkeeping guidelines.
• Monitor office supply levels and assist with ordering materials needed for daily mailroom and administrative operations.• Experience with document scanning and electronic indexing in a high-volume administrative or mailroom environment.
• Familiarity with handling annuity-related forms, applications, checks, or other financial documentation.
• Ability to process incoming and outgoing correspondence with a high level of accuracy and confidentiality.
• Working knowledge of check handling, record logs, and basic financial document controls.
• Strong organizational skills with the ability to manage multiple tasks and maintain detailed records.
• Comfortable working in a hands-on role that involves frequent document movement, preparation, and tracking.
• Proficiency with standard office equipment and basic computer systems used for scanning and document management.