Associate, Document Processing Specialist
About The Position
Ametros is changing the way individuals navigate healthcare by providing them with the tools and support necessary to make educated decisions on how to spend their medical funds. Ametros's team works closely with patients, insurers, employers, attorneys, brokers, medical providers, and Medicare to create a seamless experience for our clients. Our flagship product is revolutionizing the way funds from insurance claim settlements are administered after settlement. Ametros continues to innovate, bringing new solutions to the market with the goal of simplifying healthcare for our clients. We make managing medical funds safe, effortless, and cost effective for everyone. Job Summary This role is responsible for reviewing, processing, and digitally archiving incoming CMS correspondence while ensuring data accuracy and compliance with internal documentation standards. It involves identifying or creating member records and opportunities within Dynamics 365, accurately entering required information, and resolving or escalating any discrepancies. The position also supports additional tasks or projects as needed to maintain smooth operational workflows.
Requirements
- High school diploma, or equivalent
- 0-2 Years experience working in a professional setting
Responsibilities
- Open, review, and process incoming correspondence from the Center for Medicare & Medicaid Services (CMS) in a timely and accurate manner
- Sort and categorize CMS letters according to established workflows and business rules
- Search for and verify existing members within Dynamics 365 to ensure accurate record matching
- Scan and digitally archive CMS correspondence following document management standards
- Upload scanned letters to the appropriate existing opportunities in Dynamics 365
- Create new opportunities in Dynamics 365 when no existing record is found
- Accurately input and validate all required data from CMS letters into system fields
- Ensure data completeness, accuracy, and compliance with internal quality and documentation standards
- Escalate discrepancies, missing information, or system issues as needed
- Assist with additional tasks or projects as assigned.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
