Document Processor (Hybrid)

About the role

The Document Processor handles incoming documents, storage, and data entry to ensure smooth operations. This includes processing mail, faxes, and electronic documents (images, videos, audio files) from internal and external customers, preparing and scanning documents, indexing them by classification, and distributing them throughout the office.

Responsibilities

• Open envelopes, remove and sort contents according to procedures.
• Review documents for accuracy and completeness; research as needed.
• Prepare documents for scanning, including prepping functions for specific documents.
• Separate documents to comply with company formatting standards and meet deadlines.
• Scan verified and complete documents.
• Operate and maintain scanning machines.
• Securely store documents, images, videos, and audio files; discard obsolete records.
• Distribute mail and packages throughout the office while picking up outgoing mail.
• Index documents by type for system release, ensuring high attention to detail, accuracy, and efficiency.
• Convert documents into PDF format to fulfill customer needs.
• Retrieve documents as requested by company staff.
• Assist customers with questions and contact internal/external customers as needed.
• Research and process checks/return checks.
• Participate in special projects assigned by management while completing daily tasks.
• Attend mandatory meetings and trainings for continued growth and development.
• Perform other duties as assigned.

Requirements

• GED.
• Basic understanding of underwriting and claims policies.
• Knowledge of insurance documents and document classification categories.
• Good organizational skills and attention to detail.
• Strong written and communication skills; ability to present to others.
• Proficient in personal computer skills, including email, databases, and word processing.
• Good interpersonal and customer service skills.
• Ability to work professionally and effectively in a fast-paced team environment.
• Ability to multi-task under time-sensitive deadlines.
• Able to view graphic images.

Pay

$34,426–$44,754 per year.

Schedule

40 hours per week, hybrid (3 days in office).