What are the responsibilities and job description for the Office Assistant position at Northpointe Staffing?
- Scan post sale correspondence into a proprietary program
- Index scanned correspondence in the proprietary program
- Scan incoming mail correspondence into electronic form for distribution to Service team
- Reconcile discrepancies with Accounting
- Reconcile and process premium checks for deposit
- Retrieve medical records and save in the new business electronic folder
- Review Structured Settlement documents in detail with the Document Review Team
- Review “Cases to be Mailed Report” and order data pages/contracts for Team
- Respond to service issues to include: Address change, Direct deposit and Change of Beneficiary
- Update broker database with new and updated contact information
- Maintain an Excel spread sheet of brokers preference to policy distribution method
- Prepare air bill on UPS Campus Ship
- Assemble policies ready for distribution
- Log Returned Mail into Access system
- Gatekeep shared Outlook Email Inbox
- File “cancelled” files in storage
- Prepare boxes and reconcile record files to be shipped to Home Office
- Distribute incoming mail to Team for Processing
- Provide phone coverage for Managing Director
- Assist with Project work for team & management
- Ability to multitask projects in a high-volume environment
- Experience with Microsoft Excel and Access is preferred
Job Types: Full-time, Temporary
Pay: $17.00 - $22.00 per hour
Schedule:
- Monday to Friday
Education:
- High school or equivalent (Preferred)
Experience:
- Customer service: 1 year (Preferred)
- Excel and Access: 1 year (Preferred)
- Scanner: 1 year (Preferred)
Work Location: One location
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