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Document Imaging Prep Clerk (13944)

Globe Life Family Heritage Division

This is a Full-time position in McKinney, TX posted July 25, 2021.

The Document Imaging Prep Clerk is responsible for prepping new applications & claims for scanning as well as sorting Marketing Lead Cards for potential new customers. The incumbent will index and update necessary keywords for various document types including claims, Customer Service correspondence, and Legal documents into the Onbase Client application. This position will also prep lead card rejects and serve as backup for completing Key From Image pulls and for scanning claims into OnBase workflow queues.

Primary Duties and Responsibilities;

  • Prep New Business, Military and Part D applications
  • Prep Medicare, Veteran Affairs, and Medicaid claims to be scanned into OnBase document repository system along with various other types of mail.
  • Prep lead cards to be scanned into OnBase
  • Index appropriate keywords for Claims, Customer Service Correspondence, and Legal Documents
  • Print and Prep lead card rejects for data entry.
  • Dispatch OnBase reports to various clerks.
  • Maintain high degree of quality control and validation of completed work
  • Meet and/or exceed established standards for productivity and quality
  • Maintain patient privacy and confidentiality in accordance with HIPPA standards
  • Provide backup support to scanning clerks
  • Perform additional duties as assigned by management

Required Skills:

  • Strong computer literacy
  • Excellent typing skills with emphasis on 10-key
  • Strong organizational skills and detail-oriented approach to work
  • Proven ability to prioritize to meet stringent deadlines
  • Ability to thrive in fast paced environment while working independently and with limited supervision
  • Positive team oriented attitude with flexibility to adjust to changes as they arise

Required Experience:

  • High school diploma required
  • Previous document imaging experience a plus
  • Knowledge of Onbase application a plus
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