Document Management Specialist

3 hours ago


Walnut Creek, United States Robert Half Full time
Job DescriptionJob Description

Walnut Creek Insurance Company is looking for an onsite temporary Document Management Specialist.


In this Document Management position, you will be responsible for the following:


• Review initial submission of documents received via email and sort for processing

• Reviews scanned images of paper mail – label/title them per company standards

• Research- investigates docs without a claim number

o New claims get sent to First Report Specialist

o Unidentifiable docs sent to customer care or other internal depts for review

• Quality assurance of scanned images and confirms valid claim number. Rejects and notifies the sender of scans not up to standard

• Assigns documents to correct claim number by checking/reviewing multiple data fields

• Data entry – enter image summary and document information (DOS and doc type) into SIMS (Claims mgmt. system)

• Miscellaneous projects

• Fast paced, High volume work environment – we’re a paperless company

• Emphasis: Speed and accuracy of indexing documents to their correct claims

• Minimum of 2 years of experience working as a Document Management Specialist or in a similar role
• Proficient in Quality Assurance procedures to ensure all documents meet the required standards
• Skilled in Proofreading to identify and correct errors in documents
• Experience in Project Documentation, ensuring all project-related documents are well-managed and organized
• Ability to handle Email Correspondence efficiently and professionally
• Proficient in Data Entry, ensuring accurate and timely input of information into the system
• Strong Research skills to gather necessary information for document preparation
• Ability to Upload Documents in different platforms as required
• Computer Proficient, able to use various software and applications related to document management
• Deadline Oriented, able to manage and prioritize tasks to meet deadlines.

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