Document Specialist

• Operate computerized scanning equipment to image claim documents, emails, and faxes
• Research, index, and route documents and digital photos to proper queues
• File and maintain electronic and physical documents
• Handle archival retention and destruction following Records Retention guidelines
• Manage urgent mailbox requests, client inquiries, and check refund requests
• Research lockbox transactions and document reasons for returned checks
• Reconcile cleared checks and monthly reports
• Open, sort, prepare, and batch incoming mail by product and priority
• Prepare outgoing correspondence and mass mailings
• Deliver and distribute letters, parcels, and packages across departments
• Record data in mail control logs
• Assist with special projects and business needs as assigned
• Provide backup support for manual processes

Document Processing Specialist

• Examine and analyze documents for accuracy, compliance, and relevance in legal or regulatory contexts
• Review large volumes of emails, contracts, financial records, and discovery materials for relevance, privilege, confidentiality, and compliance
• Prepare and maintain document databases, tracking systems, and metadata
• Assist in preparing legal briefs, discovery requests, and depositions by organizing and summarizing relevant information
• Identify and redact sensitive or privileged information
• Compile detailed reports summarizing findings, recommendations, and identified issues
• Liaise with legal teams, compliance officers, and other departments to clarify requirements, retrieve missing documents, and resolve discrepancies
• Use e-discovery software to filter, search, and categorize documents using search terms
• Perform other duties and responsibilities as needed
• Work without supervisory responsibilities
• Frequently sit, talk, or hear; occasionally stand, walk, reach, stoop, kneel, crouch, and use hands to handle objects

Document Specialist jobs in Florida

Document Processing Specialist

Document Review Specialist