Document Control Analyst

Career Opportunity

Role Title

Document Control Analyst

Purpose of role

This support position is in the Shared Technical Service department. Using the electronic publishing tool Documaker Studio the Document Control Analyst is responsible for the development, creation, testing and on-going production and technical maintenance of the member correspondence and contracts. This includes US and Canadian contracts, change endorsements, billing notices and related materials, including State/Provincial variations and both batch and adhoc correspondence. The candidate will also be participating in the management and maintenance of all the inventory of created Documaker resources in our multiple SQL databases.

Job Description

Key Responsibilities

• Utilizing Business Requirement Documents (BRD) and Business Specification Documents (BSD) for the creation of the US and Canadian contracts, including state/provincial variations.
• Assess the impact to any existing contract forms enabling the optimization of component reuse.
• Creation and maintenance of DAL scripting.
• Creation and maintenance of the adhoc correspondence (DMI).
• Contribute to the development, review, testing and sign-off of business specifications as they relate to certificate issue paperwork, change paperwork and product enhancements to ensure regulatory considerations.
• Perform initial testing of the form set(s) created to identify any potential errors such as: the data mapping of certain variable information, typing errors within the literal text, image placement on page, image, and form trigger logic, etc.
• Verify and ensure that new and/or enhanced contract forms meet required State/Provincial rules and regulations and ensure existing contract forms are not impacted (i.e. perform appropriate level of regression tests when required).
• Using a strong knowledge of Foresters Financial New Business and Policy Administration systems, validate all variable content within certificate issue packages and member correspondence in both the test and production environments.
• Report discrepancies using applicable processes, for both test and production environments.
• Maintain strict adherence to the management of contract forms to ensure all issue paperwork mirrors approved forms from the State/Province in which it was issued.
• Maintain version control over individual contract forms within library (e.g. which generation of a particular product).
• Create and maintain rules and logic to generate certificate issue paperwork, including conditional triggers for individual components.
• Liaise with the various stakeholders within and outside of Shared technical Services to coordinate and promote all required changes and the addition of new forms.
• Investigate and provide, on an on-going basis, improvements to processes and procedures.
• Share best practices and cross train peers.
• Ability to update/correct production xml as required.
• Batch run reconciliation and monitoring of all Production content.
• Will need to be trained on Foresters process of Accessibility Forms.
• Promotion of Documaker resources to test and production environments.
• Using SQL queries to pull production xml for corrections.

Key Qualifications

• 3-5 years of insurance (or related) industry experience.  Proven technical skills working with large & complex documentation.

• Excellent technical skills and superior knowledge of best practice s for the electronic document management systems used in production environment such as Documaker Studio, to meet the business needs and the ability to translate this knowledge into an overall strategy that will best utilize the tool and increase productivity.
• Knowledge of DAL Scripting and system mapping is an asset.
• Knowledge of SQL databases and queries is an asset.
• Knowledge of life insurance products. An understanding of Foresters Financial products is an asset.
• Have sufficient functional knowledge of the New Business and Policy administration process to enable ‘paperwork’ validation.
• Detailed knowledge of required Interstate Compact/Province and State Standard Contract Provisions would be an asset.
• Strong logical thinking as well as attention to detail to scrutinize form composition for content and errors.
• Strong interpersonal and communication skills to interact with staff and management at all levels.
• Ability to work well within a team environment and independently with little or no supervision.
• Ability to plan, organize, track, and execute activities for individually and in collaboration.
• Effectively apply knowledge, experience to and decision-making skills to analyze, interpret and evaluate information of varying degrees of complexity from various sources to facilitate and ensure effective resolution of issues.
• Work ethic that demonstrates service and results orientation, self-motivation, and innovation.
• Demonstrated ability to prioritize workload in a fast paced and high-volume environment.
• Demonstrated ability to multi-task, evaluate work effort and balancing competing priorities.

Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email [email protected] in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.