Document Management Representative

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.

Purpose:

Athene is looking to hire a highly motivated, detailed individual to join the team as a Document Management Representative!
This role provides customer service to the entire organization by opening, prepping, scanning and electronically indexing various incoming documents. These representatives also assist with cash handling and other processing duties in a fast-paced environment that has an integral impact on daily operations at Athene.

Accountabilities:

• Receives and sorts incoming mail at an enterprise level.

• Prepares all policy related mail to be scanned to the appropriate business units and conducts research in various systems to ensure accurate routing of mail.

• Interprets and applies exception based processing when needed.

• Receives and batches incoming payments in the form of checks, money orders, etc. and ensures they meet compliance requirements for processing.

• Prepares documentation for any payments received that must be returned due to compliance, AML, legal or business unit requirement.

• Ensures correct deposit stamp is endorsed on the various checks.

• Performs cash reconciliation process and deposit functions.

• Scans documents and ensures image quality on the systems; researching and re-scanning bad images.

• Performs routine maintenance and cleaning of the scanner equipment.

• Recognizes and Indexes scanned documents for all business units using 1400 document types.

• Processes outgoing transfer/1035 requests to other companies.

• Assembles and binds new policy contracts.

• Processes outgoing checks as well as check and letter pull requests while maintaining balancing and control procedures.

Qualifications and Experience:

• 1+ years of mail handling, imaging, work flow or cash processing experience preferred.

• Experience with Microsoft Office products, especially Word and Excel strongly desired.

• Ability to work as a teammate in a time intensive work environment.

• Takes initiative to be a solution seeker.

• Demonstrate effective verbal and written communications.

• Knowledge of annuity, term, traditional, and universal life products, both qualified and non-qualified preferred, but not required.

• Understanding of regulations surrounding annuity contracts and disbursements helpful.

Drive. Discipline. Confidence. Focus. Commitment.  Learn more about working at Athene.

Athene is a Military Friendly Employer!  Learn more about how we support our Veterans.

Athene is committed to inclusion and is proud to be an Equal Opportunity Employer.  We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.