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 companys 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.

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