Job description
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Summary:
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. Extensive knowledge of AnyDoc QA and Supervisor Verify processes including calling for replacement faxes and returning documents for distribution to the various clients.
Essential Duties and Functions: include the following. Other duties may be assigned.
- Learning to use OCR for AnyDoc and identifying key words on an insurance document
- Perform all aspects of document verification including tab and rope.
- Perform QA and QA Review in AnyDoc
- Perform Supervisor Verify (SV)
- 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:
- High School Diploma/GED
- 6 months experience with the OCR for AnyDoc Software
- 3 months experience making outbound calls
- Fully trained in the QA and SV function in AnyDoc
- Mortgage servicing or insurance experience
- 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:
- Some College Coursework
Physical Requirements Necessary on a Regular Basis:
Repetitive motion. Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.
Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
Vision sufficient for use of a computer monitor.
Sedentary position. Ability to sit at a desk 7-8 hours per day.
Worker not substantially exposed to adverse environmental conditions
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.
I acknowledge that I have reviewed this job description and can perform the essential duties with, or without, reasonable accommodation.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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