Filing & Documentation Analyst
- Remote, Mexico
- Entry-level
- Posted 9 days ago
or apply from Claude / ChatGPT / Muse
Documentation role on an underwriting strategy team, managing guideline updates, approvals and publishing for a big US insurer.
About the role
Suits an organized person with an eye for accuracy who can juggle several document cycles and keep partners in Legal, Product and State Management in the loop.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, Mexico
- Seniority
- Entry-level
- Skills
- Nitro PDF Pro, Adobe Acrobat, SharePoint, Optimizely, QuickBase
- Posted
- 20 Oct 2026
- Last checked
- 28 Oct 2026
What you will do
- Manage intake, updates and records for underwriting guidelines
- Mark up and maintain guideline documents as rules and regulations change
- Coordinate reviews and approvals from Legal, Product and State teams
- Keep the guidelines database current through each document's lifecycle
- Publish updates and send communications using set templates
What they look for
- One to three years in documentation, compliance or regulatory work
- Track record of version control and accurate record keeping
- Microsoft Word and Excel skills
- Comfort with PDF editing tools and document platforms like SharePoint
- High school diploma or equivalent
Nice to have
- Personal lines insurance or underwriting familiarity
- Experience with Optimizely, QuickBase or similar workflow tools
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
Apply with Keywordise AI7-day free trial, no card.
Apply from your AI assistant
Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job s4ltnnmjemQuestions about this job
Is this a remote job, and where can I work from?
The posting lists it as remote for people in Mexico.
What does this job pay?
No pay range is stated in the posting.
What experience is needed?
It is an entry-level role. The posting asks for: one to three years in documentation, compliance or regulatory work; track record of version control and accurate record keeping; microsoft Word and Excel skills. Skills it names include Nitro PDF Pro, Adobe Acrobat, SharePoint, Optimizely.
How do I apply with Keywordise AI?
Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.
More remote business and finance jobs
- A company in the technology and services sectorProposal Specialist
- Remote, United States
- NGNorthrop GrummanInformation Systems Technical Analyst - Level 3/4
- Remote, United States
- IEIron EagleX IncSenior Program Business Administrator
- Remote, worldwide
- RLResolution LifeAuditor II
- Remote, United Kingdom
- UGUS101 Guidehouse Inc.Senior Financial Transformation Consultant
- Remote, United States
- HCHoliday CVS, L.L.C.Senior Access & Availability Analyst
- Remote, United States