POSITION SUMMARY:
Performs all duties required to assign loss draft documents within the loss draft module to open claims. Performs all duties required to capture insurance document information utilizing OCR for AnyDoc software and be able to identify key words on an insurance document.
Essential Duties and Functions: include the following. Other duties may be assigned.
- Perform Document Indexing within the loss draft module
- Correctly name the loss draft documents
- Learning to use OCR for AnyDoc and identifying key words on an insurance document
- Perform all aspects of document verification including tab.
- Pay attention to details
- Organization skills, with an ability to stay focused on assigned tasks
- Keeping sensitive customer or company information confidential
- Maintains knowledge by reviewing training material
- Maintain records of work completed
- Performs varies data entry functions as needed, and additional duties as requested by Supervisor
Competencies:
- Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
- Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
- Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
- Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
- Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
- Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
- Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
- Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Required
- Strong organizational skills
- Ability to prioritize workflow and work in a fast paced environment
- Proficient in Windows based environment – specifically Word and Excel
- Works well in a team environment
- Attention to detail
- Excellent verbal and written communication skills
- Perform various data entry functions as needed.
- Perform additional duties as requested by supervisors.
- Attendance/Quality/Production must meet or exceed PFI standards
- Minimum education required
- Proficient with MS Office Suite
- Ability to maintain a high level of confidentiality
Preferred
Physical Requirements Necessary on a Regular Basis:
- Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse 7-8 hours per day.
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- Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
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- Vision sufficient for use of a computer monitor.
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- Ability to sit at a desk 7-8 hours per day.
This job description is not meant to be an all inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.
Proctor Financial provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to religion, race, color, national origin, age, , height, weight, orientation, gender identity, marital status, or status as a protected veteran, among other things, or status as a qualified individual with disability or any other category protected under applicable federal and state laws.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
