Insulet
Sr. Documentation Coordinator (Remote/Flexible) (Finance)
We are looking for highly motivated, performance driven individuals to be a part of our expanding team. We do this by hiring amazing people guided by shared values who exceed customer expectations. Our continued success depends on it!
Job Title: Senior Documentation Coordinator
Department: Inside Sales
FLSA Status: Non-exempt
Position Overview:
The primary responsibility of the Documentation Specialist is to manage multiple queues promptly and accurately, while verifying and auditing customer information in Salesforce. There will also be the need to support additional business functions with documentation auditing.
This role will work with all departments that receive customer-related documentation. This role is an essential part of the documentation process and will work directly with all teams to ensure all correspondence / documentation received via fax and email is distributed and attached to customer records correctly.
This candidate will also have a strong understanding of all document routing software used by Insulet Corporation.
The Documentation Specialist must be able to independently follow standardized workflows as defined by management.
The Documentation Specialist will be expected to work on a broad range of tasks including some more complex situations.
Responsibilities:
Duplicate Auditing: Manage queue within Salesforce where the system was unable to match customer data, requiring manual verification.
• Physician Verification: Manage queue where the system was unable to populate a provider, requiring manual verification.
• Consent Verification: Manage queue and assign outreach task for customers who do not have consent on file.
• Voicemail Bucket: Review and assign to appropriate rep.
• Documentation Scrubbing: Properly review faxes received and link to appropriate customer record.
• Perform UHC BI's
• Process training records sent in from our Clinical Services Managers
• Validate Clinic Contract Assignments
• Provide feedback to management team on an as needed basis.
• Perform additional duties and/or projects as assigned by management.
• Education and Experience:
Minimum Requirements:
Associates degree and 3+ years' related experience working in a professional environment
• Preferred Skills and Competencies:
Knowledge of diabetes and experience supporting customers with diabetes is preferred.
• Experience with Salesforce CRM is preferred.
• Effective written and oral communication skills
• Strong attention to detail and follow up skills
• Strong analytical and problem solving skills
• Demonstrated initiative and "do what it takes work approach" to get the job done
• Exceptional customer service orientation
• Team player; ability to work cooperatively and collaboratively with others (internally and externally)
• Flexible and resilient in work approach
• Media Marking Text: Need updated verbiage.
Ability to work in a fast paced environment, managing multiple priorities
• Physical Requirements (if applicable):
Requires sitting and standing associated with a normal office environment.
• Manual dexterity needed for using a computer keyboard.
• Lightweight lifting may be required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
NOTE: This position is eligible for 100% remote working arrangements (may work from home/virtually 100%; may also work hybrid on-site/virtual as desired). #LI-Remote
Additional Information:
The US base salary range for this full-time position is $22.84 - $34.30. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position in the primary work location in the US. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your Talent Acquisition Specialist can share more about the specific salary range for your preferred location during the hiring process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits.
At Insulet Corporation all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.