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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