JOB SUMMARY
The Business Document Specialist is responsible for the design, development, maintenance, and quality assurance of forms, applications, contracts, correspondence, and other business documents supporting GBU Life’s insurance and annuity operations. This position collaborates with business stakeholders to create user friendly, compliant, and efficient document solutions that enhance the customer experience, support regulatory requirements, and improve operational effectiveness.
DUTIES AND RESPONSIBILITIES
- Design, develop, revise, and maintain applications, contracts, service forms, disclosures, correspondence, and other business documents.
- Create and maintain fillable electronic forms using Adobe Acrobat and other approved document technologies.
- Partner with Product Development, Compliance, Operations, Project Management, Sales, Service, and other business units to gather requirements and develop document solutions.
- Ensure all documents comply with applicable regulatory requirements, company policies, branding standards, and style guidelines.
- Apply document design best practices to improve readability, usability, accessibility, and customer experience.
- Conduct detailed quality assurance reviews, proofreading, and testing of forms and communications.
- Maintain document version control, change management records, and organized document repositories.
- Manage multiple document projects simultaneously and communicate project status to stakeholders.
- Identify opportunities to simplify forms, reduce processing errors, and improve document workflows.
- Support document automation and digital transformation initiatives.
- Performs other related duties as assigned by management.
- Properly adheres to company risk management principles: o Adhering and supporting GBU’s Enterprise Risk Management Framework.
- Understanding and complying with applicable laws, regulations, policies, and procedures; completing all required training; executing and monitoring controls effectively (as applicable); appropriately identifying, assessing, escalating and remediating risks, potential issues and control failures (as applicable); and reporting compliance or regulatory concerns to management.
- Understanding and conducting oneself in accordance with the Employee Handbook and preserving GBU’s brand and reputation.
QUALIFICATIONS
- Associate’s or Bachelor’s degree in Graphic Design, Communications, Technical Writing, Business Administration, Information Management, or related field preferred.
- 2 to 4 years of experience in document design, forms management, business communications, technical documentation, insurance operations, or related field.
- Advanced proficiency in Adobe Acrobat Pro and Adobe InDesign required.
- Experience creating fillable PDF forms and electronic document solutions.
- Strong proofreading, editing, and quality assurance skills.
- Excellent verbal and written communication skills.
- Strong organizational, analytical, and project management skills.
- Proficiency with Microsoft Office applications.
OUR BENEFITS
- Medical, Dental Vision
- Company paid HRA
- 401(k) + match
- Pension Plan
- Long Term and Short Term Disability
- Life Insurance and ADD
- PTO and VTO (Volunteer Time Off)
About GBU Life
GBU Financial Life is a member-owned, not-for-profit fraternal benefit society founded in Pittsburgh in 1892. Formed to provide financial security and benefits to its members. As Pennsylvania’s largest fraternal, and the nation’s sixth, GBU serves more than 60,000 members across the country with a 49-state sales and marketing footprint which will continue to grow until we are a nationwide provider. GBU partners with a network of 2,000 agents to market and distribute a variety of life insurance and retirement products, including term life, permanent life, and fixed annuities. GBU stays true to its fraternal roots, commitment, and mission by serving as an active supporter and contributor to well-known charities such as American Cancer Society, American Red Cross, and military-focused initiatives, among others. Giving back to the community and integrating the membership into service-oriented activities is an important part of GBU’s fabric and culture.