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
QUALIFICATIONS
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
EDUCATION and/or EXPERIENCE
Associate degree with emphasis in business, or 2 years related experience
Familiarity with windows based PC applications
PHYSICAL DEMANDS/WORK ENVIRONMENT
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.
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EEO Statement
Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.
Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.