Document Analyst

Assurant is seeking a Document Analyst for the Miami, FL location

This position is temporary remote from home due to Covid-19

The Document Analyst is responsible for coordinating the development and ongoing maintenance of client-specific, extended warranty and insurance program terms & conditions, along with related document mapping based on business requirements for various mobile device protection programs, while also ensuring their accuracy, quality, and integrity .

Job Responsibilities

• Monitor internal compliance distributions for updates to client specific mobile device protection program terms and conditions documents.
• Track and record document changes; coordinate and obtain approval of changes with internal functional departments, including but not limited to Compliance, IT, Legal, and Marketing.
• Analyze and facilitate revisions to client and program specific terms and conditions; edit and proofread for grammar, spelling, formatting, and clarity.
• Develop and provide detailed instructions to forms designer to process and facilitate updates to terms and conditions documents.
• Coordinate revisions with forms designer; edit and proofread for grammar, spelling, formatting, and clarity; review and provide final approvals.
• Validate all terms and conditions documents with marketing materials for accuracy and compliance with legal, regulatory, branding, client standards and any other standards/guidelines.
• Research, gather, and understand business requirements.
• Develop and maintain client and program specific document mapping instructions. Ensure that all mapping data contained is complete, current, and accurate.
• Issue and distribute document mapping matrices to vendors and internal functional areas.
• Facilitate updates to document mapping matrices based on marketing, regulatory, product, pricing and other business and compliance requirements.
• Coordinate with internal teams (Account Management, Client Marketing Manager, Compliance, Legal, Risk, IT, etc.); and external vendors, to develop internal/external production schedules and to seek approval and signoffs on final forms.
• Align with marketing and production support to map out vendor programming instructions for new and existing campaigns, including production schedules, file layouts and data mapping, verifying data, and researching and resolving data transmission errors with IT.
• Plan, schedule, and coordinate program and mapping updates with external vendor.
• Provide business requirements, mapping matrices and all final documents (both terms & conditions, and marketing communications materials) to external vendor.
• Review sample "test" and "live" terms & conditions proofs provided by the vendor.
• Coordinate review of proofs with other internal areas to obtain approvals and validations where required.
• Conduct periodic audits to ensure that mapping and documents are regulatory compliant.
• Role requires interactions with personnel from all levels of the organization, including Marketing, Legal, IT, and vendors.
• Maintain proper records; provide backup copies of documents; and perform audits to ensure that all documents are error-free.
• Maintain all historical documents and retrieve on demand as requested.
• Fulfill internal service requests for information, samples requests, research, and historical data.
• Perform audit control functions to assure that documents are updated and maintained according to strict procedural guidelines.
• Abide by business controls, policies, and procedures to ensure regulatory compliance.
• Participate in client teleconferences where terms and conditions controls are reviewed.
• Effectively communicate issues to management to ensure process compliance and adherence.
• Participate in special projects.
• Provide reports as necessary.

Basic Qualifications

• Associates Degree
• Minimum of 1 year of experience in a compliance, insurance or marketing related field.
• Communicate effectively – keeps people informed of changes, key events and decisions that may affect them; makes complex ideas or situations clear, simple and/or understandable. Understands the impact of own verbal and nonverbal cues.
• Organizes information in a logical, easy to understand manner.
• Identifies when others do not understand and clarifies or explains.
• Provides information to help individuals be effective in the job and to create a sense of belonging within the organization.
• Ability to listen and communicate (written and verbal) with all levels of staff, vendors, and clients.
• Collaborate with others; shares information, materials, and time readily with others who need them; adjust approach to effectively work with others with a different perspective or work style; actively supports decisions even if in disagreement.
• Strives to be caring, understanding and friendly; is approachable; is easy to open up to; builds rapport.
• Analyze problems and make decisions; can quickly make decisions under time constraints, even when not all facts are available; systematically gathers information necessary to consider alternatives before making a decision; remains focused on the big picture when addressing the details of specific situations.
• Proficiency with Microsoft Office products, other PC applications and spreadsheet design.
• Ability to perform at high levels in a fast-paced ever-changing environment.
• Proficient organizational, time management and prioritization skills.
• Proven ability to have strong accuracy and attention to detail skills.
• Job-related skills, including language, mathematical, and analytical skills; requirements include strong written and verbal communications, demonstration of organizational and prioritization skills, with attention to detail, while working in a team environment and the ability to communicate with employees of multiple departments.
• Build credibility and trust; keeps promises and commitments made to others; takes personal responsibility for mistakes; treats individuals with respect despite personality differences; maintains confidentiality of private discussions or sensitive information.
• Deliver results; consistently meets deadlines and requirements; persists in working towards goal when faced with a difficult situation or resistance from others; faces challenges with enthusiasm; keeps a positive outlook when faced with setbacks and adjusts actions accordingly.