Document Processor (Hybrid)

NYCM Insurance • Edmeston, NY

1d • Hybrid

About The Position

The Document Processor is responsible for handling incoming documents, storage and data entry to keep operations running smoothly. They process incoming mail, faxes, and electronic documents, including image, video and audio files from internal and external customers. They prepare documents for scanning, scan documents, and index according to classification categories. They distribute documents and packages throughout the office and pick-up outgoing mail. Duties & Responsibilities: Open envelopes, removing and sorting contents according to procedures. Review documents to make sure they are accurate and complete, research as needed. Prepare documents for scanning to include prepping functions for specific documents. Separate documents to comply with company formatting standards to meet deadlines. Scan verified and complete documents. Operate and maintain scanning machines. Securely store documents, images, videos, and audio files and discard obsolete records. Distribute mail and packages throughout the office, while picking up outgoing mail. Index documents according to document type for release into the system for use by other personnel with deadlines, implementing high attention to detail, accuracy, and efficiency. Converting documents into PDF format to fulfil customer needs. Retrieve documents as required by company staff. Assist customers with questions. Contact internal and external customers as needed. Research and process checks/return checks. Participate in special projects assigned by management while completing daily tasks. Attend mandatory meetings and trainings for continued growth and development. Other duties as assigned.

Requirements

• GED
• Basic understanding of both underwriting and claims policies.
• Knowledge of insurance documents and document classification categories.
• Good organizational skills.
• Attention to detail.
• Good written and communication skills with ability to present to others.
• Proficient personal computer skills, including electronic mail, routine databases, and word processing.
• Good interpersonal skills.
• Good customer service skills.
• Ability to work professionally and effectively in a fast-paced team environment.
• Ability to multi-task under time sensitive deadlines.
• Able to view graphic images.

Responsibilities

• Open envelopes, removing and sorting contents according to procedures.
• Review documents to make sure they are accurate and complete, research as needed.
• Prepare documents for scanning to include prepping functions for specific documents.
• Separate documents to comply with company formatting standards to meet deadlines.
• Scan verified and complete documents.
• Operate and maintain scanning machines.
• Securely store documents, images, videos, and audio files and discard obsolete records.
• Distribute mail and packages throughout the office, while picking up outgoing mail.
• Index documents according to document type for release into the system for use by other personnel with deadlines, implementing high attention to detail, accuracy, and efficiency.
• Converting documents into PDF format to fulfil customer needs.
• Retrieve documents as required by company staff.
• Assist customers with questions.
• Contact internal and external customers as needed.
• Research and process checks/return checks.
• Participate in special projects assigned by management while completing daily tasks.
• Attend mandatory meetings and trainings for continued growth and development.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED