ESSENTIAL FUNCTIONS

55%    Processes incoming documents for critical business processes including new business, agent contracting, claims, client services, worksite, and list bill, which includes:

• Sorting by document, product type, claim type and agent forms;
• Preparing document with accurate barcodes;
• Preparing documents for scanning;
• Indexing to correct company code, product type and general data type;
• Checking quality for readability; and
• Following and meeting established customer service levels for these functions.

20%   Prepares documents for post issue retention in imaging software, which includes:

• Preparing documents for scanning;
• Checking quality for readability;
• Indexing to accurate policy number, policy owner and document type; and
• Following and meeting established customer service levels for these functions.

10%   Responding to customer requests, which includes:

• Taking phone calls and receiving emails; and
• Following and meeting established customer service levels for these requests.

10%   Mail Center assistance with preparing outgoing mail for shipping, which includes:

• Assisting with hand stuffing policies and documents into envelopes for metering;

• Assisting with hand stuffing documents into envelopes for metering;
• Preparing packages for shipment;
• Creating shipments through G2 EMS software; and
• Assisting with mail center closing duties.

5%     Performs other functions, which include:

• Assisting with process improvement planning and implementation;

• Assisting with and participating in team functions and events; and
• Assisting in special projects and other related duties as requested.

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS

• Two to four years of office experience required.
• Imaging and insurance experience beneficial.
• Ability to organize work and/or projects.
• Ability to type 40 words per minute required.
• Professional oral communication skills required.
• Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship, and exactness.

EDUCATION AND CERTIFICATION REQUIREMENTS

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

• Ability to work 40 hours within flex-time guidelines required.
• May require some overtime to complete functions of position.