Filing & Documentation Analyst

New
F
FBSInsurance
Workable workplace: remote; Workable locations: Mexico. BrazilFull-TimeMiddle
Salary not disclosed
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Job Details

Languages
Intermediate English proficiency, with fluent English preferred.
Experience
1–3 years of relevant professional experience in documentation management, compliance, regulatory processes, or related administrative functions.
Required Skills
SharePointMicrosoft Excel

Requirements

  • Have 1–3 years of relevant professional experience in documentation management, compliance, regulatory processes, or related administrative functions.
  • Have experience maintaining document accuracy, tracking updates, and managing version control.
  • Hold a high school diploma or equivalent.
  • Be proficient in Microsoft Office applications, particularly Word and Excel.
  • Have experience with PDF editing tools such as Nitro PDF Pro or Adobe Acrobat.
  • Be familiar with SharePoint or similar document management platforms.
  • Have strong computer skills and the ability to learn new systems and internal applications.
  • Demonstrate attention to detail, organization, time management, and prioritization skills.
  • Be able to work independently, take initiative, and manage multiple tasks.
  • Have intermediate English proficiency; fluent English is preferred.
  • Familiarity with personal lines insurance or underwriting processes is preferred.
  • Experience with Optimizely, QuickBase, records management, technical writing, or business documentation is an advantage.

Responsibilities

  • Manage underwriting guideline intake, documentation, and update processes.
  • Prepare, review, mark up, and maintain underwriting guideline documents to reflect business and regulatory changes.
  • Coordinate stakeholder reviews and obtain approvals from Legal, Product Management, and State Management teams.
  • Complete and maintain required information in the Underwriting Guidelines Database throughout the guideline lifecycle.
  • Prepare and distribute communications using approved templates to keep appropriate stakeholders informed.
  • Submit QuickBase requests for supporting programming changes.
  • Maintain accurate guideline records, document organization, version control, and repository management.
  • Coordinate distribution of updated guidelines to the Communications team.
  • Publish guideline updates to ANRP and SRM using Optimizely.
  • Support process improvements related to guideline documentation, tracking, and publication.
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