Summary
The Records Assistant is responsible for responding to requests for records for certified copies of insurance policies and underwriting documents for customer service and for providing and authenticating records for insurance disputes and litigation, in compliance Citizens' enabling statute and applicable rules for document production.
Job Description:
- Prepares, produces and responds to requests for certified policy information from internal and external customers.
- Utilizes various operational systems, related to internal policyholder underwriting systems including current and legacy (retired) systems to create a 'full picture' of a policyholders' underwriting records.
- Analyzes authorization records, including power of attorney, letter of representation, contracts or assignments and others to ensure compliance with applicable laws rules and regulations for disclosure.
- Assists with records disposition activity, including destruction and retention.
KNOWLEDGE, SKILLS, and ABILITIES
- Exposure to document management.
- Novice user of Adobe Acrobat Pro Suite.
- Intermediate proficiency in Microsoft Office Word, Excel, PowerPoint, Outlook, Visio, and internet navigation.
- Ability to handle multiple tasks simultaneously.
- Ability to work independently, prioritize workload, plan organize and coordinate work assignments.
- Attention to detail and the ability to identify discrepancies with accuracy.
- Ability to exercise judgment and discretion, especially with regards to sensitive or confidential materials.
- Good interpersonal skills and the ability to communicate effectively, in written and verbal form with a wide range of internal and external customers.
RELEVANT EXPERIENCE
- 2 or more years of education at an accredited college or university OR two years customer service-related experience OR a combination of college education and customer service-related experience.
- 1 or more years of experience working with information or documents of a professional, financial, sensitive, fiduciary or confidential nature.
- 1 year of customer service, clerical or administrative experience.
EDUCATON
- High School Diploma | GED
PREFERRED EXPERIENCE / EDUCATION
- Associate's degree
- Two or more years of experience related to records management including electronic files management
- Working knowledge of document management systems
