Mailroom Specialist Job at Digital Risk, Phoenix, AZ

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  • Digital Risk
  • Phoenix, AZ

Job Description

Job Description

Experience Requirements:

  • Minimum 3 to 5 years of experience in mailroom operations or a related administrative role.
  • At least 2 years of experience in a senior mailroom position.
  • Experience working with US Health Plans (e.g., Medicare Advantage, Commercial, or Medicaid).
  • Familiarity with Claims, Eligibility, COB, Refunds, and Provider Correspondence workflows.
  • Hands-on experience with document imaging and indexing tools
  • Strong understanding of mail classification, batching, scanning, indexing , and routing processes.
  • Ability to monitor queue volumes, track SLAs, and report on daily/weekly mailroom performance.
  • Exposure to client communication or participation in internal audits preferred.
  • Experience in handling return mail, stale checks, or provider refund letters is a plus.
  • Prior experience working in a Healthcare environment is strongly preferred.
  • Demonstrated knowledge of healthcare privacy and security regulations (e.g., HIPAA).
  • Experience handling confidential medical records , lab reports, and prescription materials.
  • Experience in mentoring or training junior mailroom associates.
  • Proven ability to manage complex mailroom workflows and coordinate with multiple departments.
  • Good with MS Office, training and reporting.

Key Responsibilities:

Listed below are the primary job duties and responsibilities that are required:

  • Receive and log incoming physical and electronic mail from members, providers, and third-party administrators.
  • Sort and categorize mail based on document type (Claims, Refunds, Appeals, COB, Eligibility, etc.).
  • Scan and index documents into the designated workflow systems
  • Prepare, label, and process outgoing mail and packages in accordance with healthcare policies and regulatory standards, including HIPAA compliance.
  • Ensure high accuracy and quality in document imaging and routing.
  • Route mail to appropriate business units such as Claims Adjudication, Enrollment, Finance, or Provider Relations, Customer service team.
  • Manage outgoing correspondence including member communications, refund letters, and claim return packages.
  • Track and report daily mailroom volumes, turnaround times, and exceptions.
  • Identify misdirected or duplicate mail and take corrective actions.
  • Support audits, internal controls, and process improvement initiatives.
  • Operate mailroom equipment such as postage meters, scanners, copiers, and secure shredders.
  • Coordinate with courier services and internal departments to ensure timely and secure delivery of medical and administrative materials.
  • Follow all healthcare privacy, safety, and security protocols when handling sensitive patient information.
  • Assist with special projects and perform other duties as assigned.
  • Maintain confidentiality and compliance with HIPAA and Health Plan’s data protection policies.

Behavior Skills:

  • Attention to detail while accomplishing tasks, meeting Weekly / Daily targets with required quality in the given timelines.
  • Review data for deficiencies or errors, correct any incompatibility if possible.
  • Adhere to the team norms for making the overall team a cohesive one.
  • Ability to prioritize and manage workload.
  • Communicates clearly and concisely, with sensitivity to the needs of others.
  • Participates in any required training sessions/seminars.
  • Participates in special projects as requested.
  • Maintains the confidentiality of all company procedures, results, and information about participants, clients, providers, and employees.
  • Establishes and maintains effective working relationships with co-workers.
  • Ability to work independently, seeking supervision as needed.
  • Ability to communicate professionally, clearly, and effectively, verbally and in writing.
  • Ability to meet attendance requirements to effectively fulfill all functions of the position.
  • Ability to independently follow through on assigned tasks, without prompting.
  • Ability to prioritize effectively and multitask.

Qualifications & Skills:

  • Bachelor’s degree or equivalent experience (preferred).
  • 1–3 years of experience in US Healthcare Mailroom / Document Management / Claims Intake process.
  • Knowledge of health plan operations (claims, eligibility, COB, refunds) preferred.
  • Proficiency with document imaging tools and MS Office applications.
  • Strong attention to detail, organizational, and analytical skills.
  • Ability to meet SLAs, multitask, and work in a fast-paced environment.
  • Good written and verbal communication skills.
  • Basic understanding of HIPAA compliance.

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