TEKsystems - Sandy Springs, GA

posted 4 months ago

Full-time
Sandy Springs, GA
10,001+ employees
Professional, Scientific, and Technical Services

About the position

The position involves managing incoming insurance certificates sent via email to a shared inbox. The selected candidate will utilize a pre-built template to process these emails, assigning cases and tasks to various team members as necessary. While the role is primarily focused on administrative tasks, there may be instances where the individual will need to handle some of the cases themselves. The instructions for managing these tasks will be clearly outlined for any assignments taken on by the individual. Communication with third parties will also be facilitated through the Salesforce tool, which is the primary platform for this role. It is expected that approximately 90% of the work will be conducted within Salesforce, emphasizing the importance of familiarity with this tool.

Responsibilities

  • Manage incoming insurance certificates sent to a shared email.
  • Utilize a template to process emails and assign cases to team members.
  • Handle some cases directly as per instructions provided.
  • Communicate with third parties using the Salesforce tool.
  • Ensure timely processing of tasks and attention to detail.

Requirements

  • Hands-on experience as a Salesforce user (not a developer or admin).
  • Strong process orientation to identify and follow procedures for task management.
  • Ability to work in a time-sensitive environment with attention to detail.
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