Kofax Consultant

Role & responsibilities

• Design and configure document classification, extraction, and validation processes using Kofax Capture, Transformation Modules (KTM), or TotalAgility
• Build intelligent forms and workflows to support L&A operations such as claims intake, new business onboarding, underwriting, and correspondence routing
• Implement OCR/ICR/OMR models for structured and semi-structured documents (e.g., applications, medical reports, policy change forms)
• Integrate Kofax with policy administration systems, CRM platforms, ECM tools, and downstream engines (e.g., xPression, ALIP)
• Automate scanning and document ingestion processes using barcodes, recognition zones, and validation rules
• Configure workflow logic and business rules to streamline document routing, exception handling, and audit trails
• Develop custom scripts or plugins for enhanced data handling and transformation
• Perform testing and quality assurance of extracted data against source values and policy records
• Deploy Kofax solutions to UAT/Production environments, manage versioning, patching, and rollback strategies
• Monitor Kofax servers, logs, job queues, and resolve issues in collaboration with infrastructure teams

Preferred candidate profile

• 5 to 12 years of total IT experience with at least 3+ years of direct experience in Kofax Capture, KTM, or TotalAgility
• Experience in at least one of: Document Design, Data Extraction, Workflow Automation, Integration, QA, or Support
• Hands-on experience building classification profiles, templates, and extraction rules
• Familiarity with OCR engines, image preprocessing, validation scripting, and structured output formats (XML, CSV, JSON)
• Experience in the Life Insurance and Annuities domain especially in document-intensive processes like claims, underwriting, policy changes
• Knowledge of integration frameworks (REST/SOAP APIs, SFTP, document repositories like OpenText or SharePoint)
• Exposure to middleware, RPA platforms, or custom SDK integrations
• Understanding of regulatory compliance for digital documents (e.g., HIPAA, NAIC guidelines)
• Familiarity with testing tools, version control systems, and production monitoring tools