Document Management Coordinator

Reposted Yesterday
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Daytona Beach, FL
In-Office
Entry level
Insurance
The Role
The Document Management Coordinator will process workflows related to medical records management, including sorting and scanning documents, managing mail, and maintaining inventory.
Summary Generated by Built In

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/ RequirementsTo 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”. 

Top Skills

Ms Office Suite
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The Company
HQ: Daytona Beach, FL
2,391 Employees
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals.

Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions.

Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®.

Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play.

With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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