Job description

SUMMARY

Experience a culture with strong corporate values and a desire to help others in a position that provides “Best in Class” service and high standards of quality in every interaction. Under general supervision of the Supervisor, Imaging Services Unit, processes incoming documents for critical business processes by preparing and scanning documents; follows and meets established customer service levels; responds to internal customer requests for agent and policyholder files and other information; and performs other functions.

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/or 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 includes:

• 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 SKILLS 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

• Associate degree or equivalent in related field required.

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

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

Zelle is an Equal Opportunity Employer - Minorities/Women/Veterans/Disabled

Job Type: Full-time

Schedule:

• Monday to Friday

Work Location: One location

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