Brown & Brown · 7 hours ago
Document Management Coordinator
Brown & Brown is a company built on meritocracy, rewarding self-starters dedicated to customer satisfaction. The Document Management Coordinator will organize, scan, and file medical records and other documents to support a paperless workflow, while also handling inbound and outbound mail and preparing customer packets.
Insurance
Responsibilities
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
Qualification
Required
Minimum High School Diploma or equivalent
Basic Working Knowledge of MS Office Suite
Speech and hearing sufficient for in-person and telephone communications 7 – 8 hours per day
Vision sufficient for the use of computer monitors 7 – 8 hours per day
Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse, and telephone 7-8 hours per day
Manual dexterity, arm and upper body range of motion sufficient to sort, organize paper records up to 7-8 hours per day
Ability to sit and/or stand within a confined cubicle or workstation for 7 – 8 hours per day
Ability to reach, squat, stoop and bend
Ability to lift and maneuver up to 50 lbs. without assistance
Ability to work in a work environment where noise from office equipment is usually present
Work is done primarily indoors, office environment
Noise from office equipment is usually present
Benefits
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.
Company
Brown & Brown
Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most.
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-10-07
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