Records Management Associate

AAA • Costa Mesa, CA

3d • $18 - $24

About The Position

Records Management Associate As part of our Records Management Team an Associate will assist with scanning physical documents and uploading electronic documents while performing quality assurance. What you will do: You will be responsible for stamping and sorting incoming mail. You’ll prepare and scan incoming physical documents using high speed scanners for underwriting. You will be tasked with performing data entry for underwriting digital documents using Kofax. You’ll promptly and efficiently respond to assigned service portal ticket requests for insurance and underwriting documentation within the designated time frame. You will perform research to identify where a document is stored and work with team and IT staff to find unavailable documents stored on the back end. You’ll answer phone calls on a rotation from internal staff/members to fulfill requests. Completion of ad hoc tasks as assigned.

Requirements

• Proficiency in Microsoft Office software including Outlook, Word, and Excel required
• Intermediate knowledge of printing, copying, scanning; basic knowledge of databases a plus as well as typing and 10 key skill proficiency
• Experience working in a queue or ticketing system and managing SLA’s within assigned tickets preferred
• Ability to multitask and meet daily deadlines as set by management
• Adaptability/flexibility to switch gears if production focus shifts due to escalations or urgent Legal requests
• Ability to work independently, as well as building relationships with teammates and our internal customers

Nice To Haves

• Familiarity with Enterprise Data Management software such as Kofax Capture and Data Cap or similar indexing and archiving software preferred

Responsibilities

• Stamping and sorting incoming mail
• Prepare and scan incoming physical documents using high speed scanners for underwriting
• Perform data entry for underwriting digital documents using Kofax
• Respond to assigned service portal ticket requests for insurance and underwriting documentation within the designated time frame
• Perform research to identify where a document is stored and work with team and IT staff to find unavailable documents stored on the back end
• Answer phone calls on a rotation from internal staff/members to fulfill requests
• Completion of ad hoc tasks as assigned

Benefits

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed