Driver Document Administrator
Wheels

Job Description:

SUMMARY

Retrieve data from internal software applications, receive requests via phone and e-mail, input received requests to systems, and process output of documents as requested via mail or electronic methods.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Verify output matches requested input; check for special client instructions; update status report; report discrepancies to IT or appropriate contact
• Assemble documents in document holder
• Prepare mail based on specific instructions (electronic, Fax, USPS, FedEx, UPS); Update message file data to internal systems
• Follow standard processes for returned mail
• Respond to direct client requests via written or verbal communication
• Process all new client mailings related to maintenance passports and insurance cards
• Communicate with internal departments relating to new clients and special instructions
• Utilize Checkmate application to bill manual states and Canada
• Engage in frequent internal and external customer contact (Driver Services, Client Services, VOTR, brokers, Fleets, DMVs)
• Staff the Passport/Insurance line and answer questions from Driver Services, Client Services, and Account Transitions
• Ensure critical time deadlines are met; execute turnaround times
• Work overtime as required to meet client deadlines
• Work with Canadian associates regarding the mailing of Canadian insurance cards (PINKS)
• Manage Intent to Suspend and Suspension notices related to insurance coverage issues according to departmental guidelines.
• Update client profiles related to Certificates of Insurance. If on the card program, print and send cards to drivers according to profile requirements.
• Other duties as assigned

• Demonstrates strong customer service skills
• Ability to use a PC, Fax machine, copier and calculator

• Ability to create and manage mail merges within Word
• Ability to execute data sorts and searches in Microsoft Excel
• Investigate and resolve problems
• Accurately enter information on-line
• Organize work to allow handling of multiple priorities
• Ability to work in a high production environment under occasional stress conditions due to client deadlines

• Associate degree with emphasis in business, or 2 years related experience
• Familiarity with windows based PC applications

• Employee is required to speak, hear and see, and to use hands and fingers for computer keyboard and sorting through printed materials, assembling mailings and using telephone.
• Additional assistance may be requested to lift boxes weighing up to 30 lbs.