Proctor Financial, Inc Hiring for Document Processor Job at Remote Full Time

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Job Summary:
The Document Processor I uses client specific business rules to determine how to categorize and
sort different types of insurance documents.
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Essential Functions:

• Update essential insurance related documents linked to corresponding customer loan

accounts.

• Identify overlapping/conflicting insurance policy information and correct accordingly.
• Research required information using available resources and systems.
• Identify and escalate high priority issues.
• Determine, based upon acceptable criteria, when to present a payment for disbursal.
• Log all activity, including full call content, onto corresponding accounts.
• Meet quality & rate of work standards as defined by management.
• Other duties as required.

Education and/or Experience:

• High School education required. Associates or bachelor’s degree preferred.
• 1-3 years Accounts Payable experience preferred.
• Any Insurance experience is a plus, but Property & Casualty experience preferred.

Knowledge, Skills and Competencies:

• MS Office Suite experience.
• Exceptional organizational skills.
• Ability to communicate effectively via phone and email.
• Excellent verbal and communication skills.
• Customer service aptitude with excellent listening, analysis, and problem solving skills.
• Good problem-solving and analytical skills.
• Ability to learn and perform in a fast-paced environment.
• Ability to adapt to a changing environment and handle multiple priorities to meet deadlines.

Document Processor I Job Description
Rev: 2/11/2022 9:49 AM
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Physical Requirements:

• While performing the duties of this job, the employee is required to stand; walk; sit for long

periods of time; reach with hands and arms; bend and perform manual tasks.

• The employee will be required to communicate verbally and by phone.
• The employee will be required to type on a keyboard for extended periods of time.
• Visual acuity is required including color, depth perception, and field of vision.
• The employee must occasionally lift and/or move up to 15 pounds.

Work Environment:

• This job operates in a professional office environment. This role routinely uses standard office

equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Job Type: Full-time

Pay: From $16.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Microsoft Excel: 1 year (Preferred)

Work Location: Remote