Posted 1w ago

Document Management - Associate 2, Document Management

@ Wellcove
Pensacola, Florida, United States
OnsiteFull Time
Responsibilities:Process mail, Scan documents, Maintain records
Requirements Summary:Entry-level mail/document processing; basic computer skills; attention to detail.
Technical Tools Mentioned:Scanner, Printer, Inserter machine, Microsoft Word, Microsoft Excel, Microsoft Teams
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Job Description

Who We Are

Wellcove has been recognized as the nation’s leading full-service senior market solutions provider for over 25 years. Our solutions span the insurance senior market sector, focusing on long-term care and Medicare Supplement plans. However, we don’t stop there. Wellcove also addresses challenges faced in accident & health, disability, and supplemental health insurance programs.

Our team provides individuals and their families with peace of mind knowing their insurance needs will be met in a thoughtful, efficient manner. We are able to do this because of our dedicated associates, innovative solutions, and state-of-the-art technology.

Job Summary

This position is responsible for processing all Inbound and Outbound mail as per Client requirements at an entry level. 


Supervisory Responsibilities:
•    N/A

 Duties/Responsibilities:
•    Responsible for the pick-up and delivery of incoming and outgoing mail 
•    Ensure that incoming mail is sorted, prepped, scanned, logged, indexed where applicable, routed correctly as related to the imaging process and stored as per client’s retention
•    Receive and scan all incoming accountable mail/packages into inbound tracking system 
•    Complete daily runs by delivering incoming/interoffice mail/packages to the appropriate Business Units at scheduled times during shift
•    Track and provide the status of incoming/outgoing accountable mail as requested. 
•    Process inserter production daily requests for outgoing mail and check for accuracy 
•    Apply proper postage on all outgoing mail for FedEx and USPS using the correct company code
•    Perform periodic preventive maintenance on Mailroom equipment such as scanners, printers, vans etc. 
•    Print and reconcile the daily outbound files for mailing
•    Maintain production standards to ensure proper completion of daily work within established service level agreements
•    Conduct thorough document research as requested
•    Ensure that all Client and Department records are stored and mapped in a well-organized manner
•    Complete all other assigned duties 
•    Complete all Department and Compliance training as required

Required Skills/Abilities:
•    Respectful and good communication skills
•    Basic understanding of operating instructions and processes for machines 
•    Basic understanding of or the ability to learn locations and organizational structure of the company
•    Basic understanding of postage rates and regulations 
•    Ability to correctly sort and distribute large amounts of mail 
•    Ability to understand and follow written and oral instructions
•    Ability to complete projects in a timely manner
•    Ability to operate machinery such as scanner, photocopiers, meter machine, inserter machine
•    Excellent organizational skills and pay close attention to detail
•    Excellent interpersonal and customer service skills
•    Excellent time management skills
•    Must be able to work at a fast pace
•    Flexible and willing to cross train
•    Report to work on time 
•    Ability to process mail accurately via Scanner 
•    Ability to follow Company Policies
•    Able to read, understand and follow procedures within the Mailroom SOP’s 
•    Ability to operate a computer 
•    Ability to follow directives as instructed 

 
Education and Experience:
•    High school diploma or equivalent preferred
•    Experience in a related area preferred
•    Basic computer experience 
•    Experience with Microsoft, excel, word, teams, scanning


Physical Requirements:
•    Must be able to lift up to 20-30 pounds at times. 
•    Must be able to operate a van to pick up mail.                                                                                                                                         •    Must be able to lift full file, copy paper and/or envelopes boxes.

At Wellcove, we strive to create an inclusive culture for all. We understand the importance of listening and incorporating various perspectives at every level of service. Our company does not discriminate based on gender identity, race, sexual orientation, age, religion, or disability.