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Document Clerk

CB Canada
Markham, Ontario, Canada
$16-$18 an hour
Full-time

Ref ID : 05120-0012450115

Classification : Document Controller

Compensation : $16.00 to $18.00 hourly

8 : 30 am to 4 pm - Monday to Friday -37.5 hours

Less than 10 in the department

Process mail- 30% of time :

  • Open and prepare mail in batches for Scanning. Observe the volume of mail received and determine the type of mail that needs to be scanned first
  • Sort and prepare Policy Worked Mail and New Business in batches for Scanning
  • Scan the prepared batches to appropriate queues. Verify each image for clarity. Rescan the batch if found unacceptable.
  • Store the documents in the corresponding boxes for onward shipment to Iron Mountain
  • Keep a record of the batches scanned and the movement of the boxes on excel spreadsheet in DMD folder

Index Documents to File- 20% of the the time :

Ensure indexing procedures are followed accurately and quickly while monitoring progress against workload. Take immediate action to keep on track with workload processing.

Advise supervisor and / or users as soon as there are challenges which potentially could jeopardize achievement of standards.

  • Determine the type of scanned document and Index with the right category and sub category
  • During high volume days prioritize the type of documents to be indexed before the others.
  • Verify each document for good quality before indexing
  • Contact the concerned Adjuster for setting up new claims and / or claimants if required.

Process Claims Cheques - 5% of time :

  • Collect Claims Cheques from Corporate Accounting.
  • Handover AB claims cheques over $ 25,000 to the supervisor and as and when asked by the concerned adjusters
  • Handover premium refund over $ 500 cheques to CAD supervisor

Printing files : 5% of the time

  • Print claim files as required by the adjusters
  • Urgent requests to be printed first

Process E-Mitchell, CGI and Faxes- 5% of time :

  • Access E-Mitchell and CGI websites to download CAA data and index it to the required claim / policy
  • Index incoming faxes to claim and policy files.
  • Quik response" faxes printed and handed over to the concerned adjuster / supervisor immediately upon receipt
  • Process E-mails and legal invoices to claims and policy files

Process Internal and Outgoing Mail - 25% of the time :

  • Distribute Mail within the building
  • Acess Tritech FTP site, download data, write barcode, print and insert policies. Maintain a list of policies printed but not mailed out as required by each group.
  • Process Registered letters from CAD / ISCC / UW, Claims and accounting and maintain a record

Retrieve original documents- 5% of the time :

Retrieve original documents as and when required by the adjusters

Scanner Maintenance- 5% of the time :

  • Every morning clean scanners with transport cleaning sheets and the rubber rollers, Imaging Guides and sensors with pre-saturated pads.
  • Caliberate scanner for colour and Black & White scanning by using DS 3000 Diagnostics.
  • Read and determine acceptable results of performance.
  • Watch for Indications and warning signs on the scanner throught the day.
  • Report to supervisor poor performance results and in supervisor's absence place a service call to Kodak.

Job Requirements :

Document Management, Process Mail, Printing, Computer Proficient, Scanning, Scanning Documents

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies.

We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training.

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30+ days ago
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