Legal & General America · 1 month ago
Document Indexing Supervisor
US-MD-Frederick
Full-time
Hybrid
Mid, Senior Level
$79K/yr - $90K/yr
4+ years expLegal & General America is a recognized market leader in term life insurance, committed to transforming their business through innovation and technology. The Document Indexing Supervisor will manage document indexing, oversee team performance, and ensure compliance with productivity and quality standards while fostering a positive work environment.
ConsultingFinancial ServicesInsuranceLegalLife Insurance
Responsibilities
Manage staff and work all work streams to ensure the accurate doc type assignment of all Customer Service, Delivery and New Business documents, processing of formal applications and requests for life insurance, and all other facets of work are completed to meet or exceed pre-defined productivity, quality and service standards
Interface and maintain relationships with agencies, vendors, and internal departments as necessary to ensure successful processing of all new business cases and resolution of escalated issues. Implement solutions to improve efficiencies in an effort to maintain or reduce costs and cycle time
Train staff and measure staff proficiency by conducting ongoing quality control review of work product. Provide feedback and additional training to staff as needed to develop skills to meet or exceed company’s standards
Monitor and document staff performance to include productivity, quality, work habits and all other measurable functions or attributes. Provide coaching and feedback, training and and development plans. Write and provide annual and year end formal performance reviews
Develop and maintain procedures for all facets of work. Work with Legal/Compliance area, as directed, to update procedures and processes to ensure 100% compliance with all state and other regulatory entities
Develop and mentor staff to be fully cross functionally trained for all work within the team
Manage to and effectively complete projects and goals within deadline. Complete all other reports and projects accurately and timely, including time approvals, staffing justifications, monthly volume reports, performance reports, quarterly goals, and other projects as assigned
Direct the implementation of new technology and validate systems and workflow and daily volume to ensure all processes are functioning correctly and policy contract is 100% accurate. Identify any system weaknesses and define options to remedy. Work with IT to test and implement all system modifications
Manage relationship with 3rd party vendors related to system changes and upgrades keeping Sr. Manager informed of all changes and any know impacts or risks
Qualification
Required
2 years college
4+ years management experience
4+ years experience in an administrative related position
Leadership skills
People management skills
Strong time management and organizational skills
Strong and effective communication skills
Project management skills
Strong Analytical and technical skills
Effective decision making skills
Knowledge of Microsoft Office (Word and Excel)
Preferred
Life, Property and Casualty or Health experience
Benefits
Health, life, and dental insurance
401K with company match up to 6%
Pension package
Generous time off
Wellbeing initiatives throughout the year
15 vacation days
10 sick days
9 paid holidays throughout the calendar year
Company
Legal & General America
Legal & General is a financial consulting agency that specializes in life insurance and retirement services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Holweger
President and CEO Legal & General America
Michelle Buswell
Senior Vice President & Chief Operating Officer
Recent News
Digital Insurance
2025-10-29
Company data provided by crunchbase