What are the responsibilities and job description for the Document Management Coordinator position at Brown & Brown Insurance?
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
*Eligible candidates must be willing and able to work full-time in our Daytona Beach office.*
Summary
The Document Management team processes many workflows to support the business. Coordinator will be responsible for processing all workflows assigned to them. Workflows include (but are not limited to) sorting medical records, uploading unsorted and sorted records, managing DM shared email box, FTP site medical record pulls, in-bound and out-bound physical mail processing, processing miscellaneous mail documents, processing BP bills, processing CMS letters, managing various mailboxes, processing BP SA Packets, processing RA requests, mailing checks from accounting, processing checks in system and managing supply, documents and envelopes inventory.
Essential Duties and Functions
- Sorts, organizes and scans all medical records (to include online and printed pages) and other documents related to IMPAXX/ Bridge Pointe referrals.
- Scans and verifies medical bills and Medicare letters electronically.
- Processes inbound and outbound physical mail.
- Reviews pertinent medical records for rated age request, sends the request to assigned broker and follow up to obtain.
- Pulls and properly disposes of files for closed referrals on “destroy” list.
- Types variety of materials, including envelopes, labels and other correspondence as needed.
- Any other duties as may be assigned.
Qualifications/ Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Required Qualifications
- Minimum High School Diploma or equivalent
- Basic Working Knowledge of MS Office Suite
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
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