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Senior Document Analyst jobs in United States
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AF - Group · 14 hours ago

Senior Document Analyst

AF - Group is a company focused on document management and they are seeking a Senior Document Analyst. This role is primarily responsible for analyzing, processing, and indexing documents received from various departments to ensure accurate workflow within the Enterprise.
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Comp. & Benefits

Responsibilities

Performs computer inquires through multiple systems for other departments, including all groups within the Enterprise
Responsible to assist CDAs with the following and serve as a subject matter expert:
Analyzes incoming documents (physical/faxes/emails) supporting the critical workflow within the Enterprise
Reviews specialized documents and adds pertinent information to the document keywords and to appropriate data fields in the claim system
Re-indexes and appropriately routes documents that have been assigned an improper document type or have been attached to an incorrect claim (Error Que)
Adds legal matters and pertinent litigation information to the claim system upon receipt of legal documents
Sets priority activities to core business units including but not limited to Finance, Subrogation, Legal, Fronting Partners, Assigned Risk Claims & Policy and Commercial Auto Claims and Policy as appropriate upon receipt and review of documents
Performs other duties and special projects as requested by leadership
Assists with the creation of procedural documentation and workflows
Contacts employer or provider via email/phone if necessary, to obtain information
Opens, sorts, prepares, bundles, scans, process and validates/verifies physical and electronic mail for all departments daily
Determines appropriate criteria to accurately index an electronic image to initiate critical workflow to the proper department within the Enterprise. (AR, Commercial Auto, Fronting)
Completes special handling as necessary for the scanning, logging, and validation of all incoming checks including Assigned Risk checks
Uploads, converts, and logs media files and formats into electronic database (i.e. surveillance videos, recorded statements, records on CD, claimant’s personnel files, etc.)
Use of cloud-based applications to retrieve necessary information through a web browser (i.e. surveillance videos, invoices etc.)
Assist with mailroom support functions when necessary
Maintains scanning equipment in appropriate working order according to documented guidelines
Maintains records according to the corporate retention guidelines
Assists with email routing and uploads, including documents sent to quality control queue
Serves as subject matter expert for new staff members, as well as both internal and external customers
Assists Quality Specialist with document imaging workflow and other Quality Specialist duties as needed
Coordinate the efficient transfer of imaged or physical documents
Identifies, researches, and resolves issues, errors and document transmission problems

Qualification

Document ManagementData EntryDocument AnalysisOrganizational SkillsCustomer ServiceBasic Computer KnowledgeLegal TerminologyInsurance DocumentsMulti-taskCommunication Skills

Required

High school diploma, G. E. D. required with additional 12 credit hours of course work in business or insurance. Combinations of education and experience may be considered in lieu of additional training or coursework
Minimum two years general office experience that includes relevant experience reviewing and providing specific document types to scanned images. Including one year of experience as a Document Specialist and/or Claims Document Analyst
Ability to file alphabetically and numerically and organize by document type
Ability to be well organized and maintain an organized work environment
Ability to identify documents
Ability to enter alpha/numeric data accurately and timely
Ability to lift or move objects weighing up to 35 lbs. or more repeatedly
Ability to maintain confidentiality and document security
Ability to follow established procedures
Ability to perform mathematical calculations with the ability to use a ten-key pad with accuracy
Ability to work with others
Proficiency with related retention guidelines
Ability to transfer, format and convert multiple media files
Excellent verbal and written communication skills
Excellent customer service skills
Basic knowledge of computers and spreadsheet software
Basic knowledge of word processing software
Ability to verify data for accuracy
Ability to work effectively with specialized business units. (Legal, Subrogation, Assigned Risk, Regulatory, Medicare/Medicaid, Investigations and Commercial Auto)
Ability to be an independent thinker to solve issues
Ability to manage multiple priorities and meet established deadlines
Excellent organizational skills and ability to prioritize work
Basic knowledge of medical and legal terminology
Ability to coach and mentor others to perform the core responsibilities
Ability to assist with the creation of procedural documentation and workflows
Ability to multi-task i.e. interacts on telephone while entering data
Knowledge of using hand break and compressed zip files
Knowledge of continuous updates for Fronting Partners and researching information in applicable systems
Knowledge of keywords for subtyping pertinent information for claims documents
Demonstrated document expertise with Legal, Subrogation, Assigned Risk, Regulatory, Medicare/Medicaid, Investigations and Commercial Auto departments

Preferred

Knowledge of insurance, medical, and state/legal documents
One (1) year of previous experience working with prepping, scanning, and indexing of records in the insurance industry. Experience working with scanned images/document management system
Certified Authority on Workers' Compensation (CAWC)

Company

AF - Group

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AF Group is a nationally recognized holding company whose affiliated insurance companies are premier providers of specialty insurance solutions offered through independent agents nationwide.

Funding

Current Stage
Late Stage

Leadership Team

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Lisa Corless
President and Chief Executive Officer
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Kim Leggette
SVP Claims
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Company data provided by crunchbase