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

Requirements • 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. TalentMatch®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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