Document Control Specialist

Trexis Insurance; Franklin (TN); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Opportunities for advancement

Continuous training and support

Job summary

Trexis Insurance, headquartered in Franklin, TN, is looking for a temporary employee with growth potential to handle mail and documentation. Key responsibilities include sorting mail, verifying documents, and processing outgoing mail efficiently.

Candidates should possess a high school diploma, at least two years of office experience, and good communication skills. The role offers opportunities for advancement and supportive training.

Qualifications

• High School Diploma required.
• 2 years’ office experience in a business environment.
• Must have a valid driver’s license to operate a company vehicle.
• Knowledge of claims and underwriting documents.
• Computer skills including data entry and Microsoft Outlook.
• Must be able to independently take steps towards problem resolution.

Responsibilities

• Responsible for daily mail pick up and sorting.
• Importing all Claims Electronic Communications into Onbase.
• Verifying information on documents for accuracy.
• Processing outgoing mail via UPS using WorldShip Software.
• Entering all return mail in the AS400 system.
• Sorting return mail and counting for Daily Mail Log.
• Scanning and indexing cancellations and notifications.
• Receiving Federal Express and UPS documents.

Skills

Office experience

Data Entry

Microsoft Outlook

Excel knowledge

Initiative and problem resolution

Communication skills

Education

High School Diploma

Tools

Onbase

AS 400

UPS WorldShip Software

Job description

COMPANY OVERVIEW

Trexis and Trexis One Insurance Corporations are headquartered in Franklin, TN with a branch location in Phoenix, AZ. Our division was founded in 1997, and we currently have a network of thousands of carefully selected agents in the following states: Alabama, Arizona, Arkansas, Colorado, Georgia, Indiana, Kentucky, Mississippi, Nevada, Ohio, South Carolina, Tennessee, Texas, and Virginia.

We offer quality auto insurance products at a competitive rate to meet the needs of our customers. We provide a knowledgeable Customer Service staff and quick and fair claims service with 24/7 claims reporting. We partner with experienced professional insurance agents that can provide personal service for you and your family.

Trexis and Trexis One Insurance, are rated A (Excellent) by A.M. Best Company.

At Trexis, quality is at the heart of everything we do. We strive to offer you the best products, best service and best people available. We understand you have other choices, but our goal is to earn your business every day. We look forward to a long and successful relationship, and we thank you for choosing Trexis.

The selected candidate will be hired as a temporary employee with potential for promotion to full-time employee with benefits upon meeting the expectations of the position.

RESPONSIBILITIES

• Responsible for daily mail pick up at the local USPS. Responsible for sorting mail by Departments then by document types such as Return Mail Documents, Payments, Claims Documents, Underwriting Documents, and all other departments.
• Responsible for Importing all Claims Electronic Communications into Onbase. These are CDs or USB drives received from Medical Providers, Attorneys etc. in relation to the claim.
• Responsible for verifying the information on document matches information on the AS400 and/or the Claims Overlay system to index accurately. If the document is not verified correctly it could result in the document being forwarded to the wrong policy or claim.
• Responsible for processing any outgoing mail via UPS using UPS WorldShip Software. Is entered processed This includes weighing, measuring, and determining which class of service to use.
• Responsible for entering all return mail in the AS400 or Claims Overlay verifying Policy or Claim number and name before entering.
• Responsible for sorting Return Mail by the Endorsement reason on the mail piece as well as counting all return mail for the Daily Mail Log.
• Responsible for Scanning /Indexing all cancellations, bad address and forwarding address to Underwriting that were returned so a notification can be sent out by the Processing Unit.
• Responsible for understanding scanner equipment due to having to select scanner parameters as identified for each job to ensure accurate handling of the document per department.
• Responsible for receiving Federal Express and UPS documents to be processed or delivered.

QUALIFICATIONS

• High School Diploma required.
• 2 years’ office experience in business environment.
• Must have a valid driver’s license to operate a company vehicle.
• Must be able to reach, handle, carry and/or lift between 10lbs and up to 50lbs.
• Knowledge of claims and underwriting documents, experience with Onbase & AS 400 would be helpful.
• Knowledge of Postal Equipment, Postage Rates as well as UPS World Ship Software would be helpful.
• Computer Skills: Data Entry, Microsoft Outlook, Excel Knowledge would be helpful. Must have skill and proficiency using a computer.
• Must be able to independently take initiative-taking steps towards problem resolution and able to pay attention to details to perform work accurately and thoroughly.
• Ability to work under pressure and have excellent communication skills with all departments and vendors.
• Activities, duties, and responsibilities may change at any time with or without notice due to company workflow.

Benefits/Perks

• Opportunities for advancement.
• Continuous training and support.

Hours - 30 to 40 hours per week