Process Associate, Document Management
Onsite from Day 1
Omaha, NE, USA
Shift timings:
7:00 AM-3:30 PM, Monday-Friday, with rotating Sundays
Inviting applications for the role of Process Associate, Document Management
Responsibilities
Manage different sections of Mailroom according to standard guidelines & SOP
Assist with maintaining client records and confidentiality, as well as, recalling containers for internal and external audits
Sort, locate, open, inspect and bundle all incoming mail and publications
Document, process and file all incoming and outgoing mail correspondences
Distribute all inter-office mail for the facility departments
Troubleshoot and perform simple preventive maintenance of machines
Process check handling, deposit and reconciliation according to Company service standards
Research case numbers for proper handling
Handle inbound and outbound emails/calls
Assisted with daily tasks as assigned
Prioritize, plan and organize tasks and work responsibilities to achieve SLAs
Comprehend and respond to customer inquiries.
Identify, research, and resolve problems
Ability to accurately interpret and compile information from a variety of sources and systems
Ensure that turnaround time and quality of the work meets Company service standards
Interact with customer in a respectful and professional manner via email and on calls
Manage own work in process and support team efforts to ensure that individual, team goals are met
Should be able to handle basic day to day requirements of excel
Essential skills:
Must have 6 -18 months Life Insurance Mailroom backend operations experience
Proactive communication & analytical skills should be able to anticipate problems and suggest solutions, with impactful data
Displays energy, enthusiasm, and flexibility in approaching the job
Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
Ability to independently interact with internal and external customers
Customer service focus
Basic Computer knowledge along with typing speed of 40 words/minute
Insurance knowledge