Document Analyst

Primary Responsibilities

• Analyzes incoming documents and assigns the appropriate document sub type to them
• Reviews each document and adds pertinent information to the document keywords and to appropriate data fields in the claim system
• Opens, sorts, prepares, bundles, scans, and validates/verifies physical and electronic mail for all departments daily
• Determines appropriate criteria to accurately index an electronic image to initiate workflow to the proper department
• Performs computer inquires through multiple systems for other departments and verifies member coverage
• Processes incoming faxes and identifies, sorts, bundles, scans, and validates/verifies fax messages whether physical or electronic
• Maintains scanning equipment in appropriate working order according to documented guidelines
• Maintains records according to the corporate retention guidelines
• Maintains a basic understanding of other department processes and systems to enable accurate interpretation of documents
• Performs data entry updates to tracking log for all returned Claims issued checks
• Re-indexes and appropriately routes documents that have been assigned an improper document type or have been attached to an incorrect claim
• Sets priority activities to claim handlers as appropriate upon receipt and review of documents
• Performs other duties and special projects as requested
• Affords assistance with the creation of procedural documentation and workflows

Employment Qualifications

• EDUCATION REQUIRED: High school diploma or G.E.D required with additional training or college-level course work in business or insurance. Combinations of education and experience may be considered in lieu of additional training or coursework.
• EXPERIENCE REQUIRED: Minimum two years general office experience that includes previous relevant experience reviewing and providing specific document types to scanned images.

Skills/Knowledge/Abilities (SKA)

• Excellent verbal and written communication skills
• Excellent customer service skills
• Basic knowledge of computers and spreadsheet software
• Basic knowledge of word processing software
• Ability to proofread correspondence for accuracy of spelling, grammar, punctuation, and format
• Ability to work effectively with various business units
• Ability to be an independent thinker to solve issues
• Ability to manage multiple priorities and meet established deadlines
• Excellent organizational skills and ability to prioritize work
• Ability to verify data for accuracy
• Knowledge of medical terminology
• Knowledge of legal terminology
• Ability to train and coach others to perform the core responsibilities
• Ability to assist with the creation of procedural documentation and workflows
• Knowledge of multi-functional telephone system
• Ability to multi-task i.e. interacts on telephone while entering data

Additional Education, Experience, Skills, Knowledge and/or Abilities Preferred

• Previous experience in the workers’ compensation field
• Previous experience with medical records, medical terminology and administrative support
• Experience working with scanned images/document management system
• Experience with state/legal documents
• Insurance Institute of America (IIA) Certification
• Experience in Workers’ Compensation Claims Processing