Directory & Forms Specialist

Job Status: Full time
Job Location :Covina, CA
Salary: Negotiable
 
 
The general responsibilities of this position are to research, verify and maintain an up-to-date directory of contacts of various types and categories. Also responsible for all forms and form letters to be used by the company and its customers.
 
CONTACT DATABASE
Notifications of new contacts and up dates are received via postal mail, e-mail, fax, telephone and Special delivery.  Verify all changes and any additional information received, keep an accurate and up-to-date mailing and P O Box addresses for all insurance carriers.  Improve and expand the directory by researching web-sites and networking for new contacts.  Communicate all updates to verify, collection, customer service department and receptionist and renew company’s internal and external data base and web pages accordingly.
 • Update all Contacts twice a year by calling and verifying their information in accordance with company’s policy and procedures.
• Go through returned mail and establish the cause for its return
• Research and locate correct mailing address.
• Forward mail to the correct address.
 
FORMS
Design, update, implement and integrate all forms to be used by the company and the company's customers. All existing forms are to be kept up to date with changes/additions posted on the company's web site, integrated into the in-house forms programs, and integrated into the customer forms programs. New forms that would apply are to be tracked down and implemented. All forms must be verified (checked for updates) once each year.
  
QUALIFICATIONS
To perform this job successfully, an individual must posses high technical aptitude, quickly assimilate leading-edge technologies, ideas and processes, be detail oriented and be able to handle each essential duty satisfactorily. The requirements listed below are representative of the knowledge, and skill required.  Reasonable accommodations may be made to enable individuals with disabilities.
 
SPECIAL SKILLS
A person with high standards of quality who can take ownership of projects and work in a start-up environment. A highly reliable and dependable individual with passion for perfection, creativity and eagerness to complete tasks, the ability to manage multiple projects simultaneously, be able to communicate clearly - verbally and in-writing, coordinate between departments and co-workers.  Provide resourceful information to management to help increase proficiency. Exceptional troubleshooting skills, innovating solution to diverse and challenging technical issues.  Strong customer service and professional telephone demeanor are required.
 
EDUCATION and/or EXPERIENCE
One to two years of college; plus one to two years of office experience and/or related training. Ability to read, write and understand verbal instructions, add, subtracts, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.  All applicants will be required to pass the company’s pre-employment test with at least 70% pass mark.
 
COMPUTER SKILLS
Proficient in Internet Search, Web Sites address, Microsoft Word, Excel, Access and Outlook.  Knowledge of desktop publishing in the field of graphic design and configuration of web applications.  Typing speed of at least 40wmp.
 
PHYSICAL DEMANDS
While performing the duties of this job, the employee constantly sit; stand; walk; ascend and descend stairs to the second floor; reach with arms and hands; grasp; keyboard and mouse approximately 85% of the time; frequently handles telephone enquires; lift and carry up to 10 lbs.  Specific vision abilities include close vision; color vision; peripheral vision.
 
PRODUCTION EXPECTATIONS
All assigned work must be completed to its fullest by the end of each work day.  All rush orders must be handled the same day.


 
HR Generalist
Tel: 800-244-3495 x 153
Fax: 800-962-4896
E-Mail: HR@getrecords.com

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