Collision Document Processor Lead

Wheels, Inc. Dallas-Fort Worth, TX

Company

Wheels, Inc.

Location

Dallas-Fort Worth, TX

Type

Full Time

Job Description

Job Description:

The Team Lead Collision Document Processor assists the Accident Management Team in identifying and associating inbound documents with loss reports and updating loss report status and letter control documents. This individual will lead in training new associates in teaching and explaining internal document identification and categorization processes. This person will be the main point of contact related to system issues and processing questions.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

KEY RESPONSIBILITIES - ESSENTIAL FUNCTIONS

  • Train new individuals on document identification and categorization of collision documents
  • Main contact related to processing questions and document system issues
  • Identify and categorize documents sent to collision management
  • Update loss report status based on inbound documents received
  • Update letter control documents based on documents received
  • May need to scan documents received via mail to allow for standard process identification
  • Utilize Kofax application to Batch and validate documents
  • Contact shops to request re-fax of estimate with the correct full VIN added.
  • Be available to assist within the department and with other groups and departments in Wheels.
  • Other duties as assigned.

LEADERSHIP RESPONSIBILITIES

  • This position has no leadership responsibilities.

COMPETENCIES - SKILLS

  • Ability to train associates on established processes
  • Basic level automotive knowledge
  • Mid to high level knowledge of Kofax
  • Mid-level computer skills (including Windows, Excel, Word, Outlook)
  • Clear, concise communication, both verbally and in writing
  • Ability to work in a team environment.
  • Creative and efficient problem solving
  • Good work ethic, follow up, and organizational skills.
  • Ability to work independently.
  • Ability to cross-train for other duties.
  • Ability to attend training classes as needed and/or requested.

EDUCATION AND EXPERIENCE

  • High School diploma or equivalent
  • Minimum two (2) years of Customer Service experience
  • Candidates with knowledge of Fleet, Vehicle or Collision Repair, Subrogation, and/or Risk Management are preferred.

JOB SPECIFICATIONS, PHYSICAL DEMANDS AND WORK ENVIRONMENT

Work Environment: This position is remote however there may be times when associate needs to be in the office for in person training. 

Positions Type/Standard Schedule: This is a full-time position, Monday through Friday.

Travel: Travel is not required for this role.

Physical Demands: The position requires the individual to spend extended periods of the time working on a PC while sitting at a desk.

DISCLAIMER

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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.

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Date Posted

12/31/2024

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