Records Management Clerk (Insurance)

Job Description

Records Management Clerk (Insurance)

Are you looking for a stimulating and dynamic job? Would you like to be part of a team that believes in your potential and part of a great company that will help you advance in your career? This is the job for you! We are currently looking for a Records Management Clerk for one of our clients in the insurance industry.

What is in it for you:

• Hourly salary of $21.
• 8-month contract with the possibility of extension.
• Full-time position: 37.50 hours per week.
• Weekday schedule from 8:30 am to 4:40 pm.
• On-site work in a dynamic environment.

Responsibilities:

• Organize client files by sorting them into categories for destruction, legal hold, and imaging.
• Scan the categorized documents and accurately upload them into Salesforce, verifying the completeness of data.
• Ensure meticulous attention to detail to properly segment and prepare all documents for offsite storage.
• Organize documents systematically and logically for easy retrieval, while adhering to the company's records retention rules.

What you will need to succeed:

• 1-3 years of experience in a related role.
• Strong attention to detail to ensure thoroughness in handling critical information.
• Excellent organizational skills to establish and maintain a systematic and logical filing system.
• Proficiency in using scanning equipment and uploading data into Salesforce or similar software.
• Proficient in basic computer programs such as the Microsoft Office suite and Adobe Acrobat.
• Effective communication skills for interacting with team members and supervisors, providing updates on work status, and collaborating on objectives.
• Bilingual in English and French (spoken and written).
• Physical ability to lift and carry items weighing up to 50 lbs/22.7 kg and stand for extended periods.
• Possession of an insurance or mutual fund license is considered advantageous.
• Experience in sales operations, process management, or documentation management is desirable.
• Familiarity with Salesforce is considered advantageous.

Why Recruit Action?

Recruit Action (agency permit: AP-2000003) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.

# SLFJP00004998

Job Types: Full-time, Fixed term contract
Contract length: 8 months

Pay: $21.00 per hour

Expected hours: 37.50 per week

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Application question(s):

• Are you comfortable reporting into the downtown Montréal office 5 days per week?
• Are you comfortable lifting up to 50 lbs?

Experience:

• Document management: 1 year (required)
• Microsoft Office Suite: 1 year (required)
• Adobe Acrobat: 1 year (required)
• Salesforce: 1 year (preferred)

Language:

• French (required)
• English (required)

Work Location: In person

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