Document Review Specialist

As a Document Review Specialist at United Placement Group, you will manage various aspects of member plans, ensuring accurate enrollment and document maintenance. Your primary duties include proofreading, quality reviewing estate planning documents, and maintaining compliance with industry regulations. Additionally, you'll respond to member inquiries and assist with the development of new plans, playing a crucial role in our operations.

The ideal candidate for the Document Review Specialist role at United Placement Group should possess a paralegal degree or certification, alongside a minimum of 3 years of experience in plan coordination or a related field. Strong project management skills, attention to detail, and proficiency with Microsoft Office and relevant software are also essential for success in this position.

As a Document Review Specialist at United Placement Group, you will work in a full-time office setting. We foster a collaborative and dynamic work environment where team members support each other while also having the autonomy to manage their responsibilities. Adaptability and teamwork are key components of our culture.

United Placement Group offers an attractive benefits package for Document Review Specialists, including health, dental, vision, and life insurance after 90 days of employment. You'll also enjoy W-2 compensation paid weekly, holiday pay, Paid Time Off (PTO), vacation, and a 401K plan with a company match, ensuring a well-rounded compensation strategy.

To apply for the Document Review Specialist position at United Placement Group, please submit your resume and cover letter through our application portal or via email. We encourage you to highlight your relevant experience and why you’d be a great fit for our team. We look forward to hearing from you!

In answering this question, be sure to emphasize your previous roles where you managed documents and coordinated with teams. Highlight specific software tools you've used and your approach to ensuring that documents are accurate and compliant. Share any relevant scenarios where you successfully handled document-related challenges.

Discuss your systematic approach to document review, such as employing checklists, leveraging software tools for proofreading, and conducting peer reviews. Mention the importance of attention to detail and the techniques you implement to catch errors before finalizing documents.

Share your organizational skills by detailing how you assess urgency and importance when handling multiple tasks. Describe any methods you use, such as task lists or project management software, to stay efficient and focused on delivering quality results.

Acknowledge the significance of effective time management in high-pressure scenarios. Provide an example of a time you successfully managed a deadline without compromising quality. Emphasize your ability to remain calm and organized under pressure.

Prepare to illustrate a specific instance where communication breakdowns or differing priorities occurred. Explain the steps you took to resolve the issue, focusing on your interpersonal skills and your capacity to find common ground.

List the specific tools and software you are familiar with. Discuss how you have used these tools to enhance efficiency and accuracy in document management, showcasing your tech-savviness and ability to adapt to new systems.

Highlight your understanding of industry regulations relevant to document management and your process for staying updated on changes. Discuss your method for ensuring that all documents align with these regulations as part of your responsibilities.

Emphasize your customer service approach and active listening skills when dealing with inquiries. Share strategies for understanding and addressing member needs to ensure a positive experience.

Express your enthusiasm for the detail-oriented nature of the role and how you find fulfillment in ensuring high-quality documents. Talk about the satisfaction that comes from successfully supporting team operations and member needs.

Make sure to convey your admiration for United Placement Group's commitment to excellence and teamwork. Share how the company’s values align with your career goals and why you are excited about the opportunity to contribute to their mission.