Senior Documentation Coordinator (Remote)

Job Summary

This Documentation Specialist role is a great opportunity for someone who thrives on organization, accuracy, and collaboration in a fast-paced environment. As a key member of Insulet’s operations team, you will play a critical role in ensuring customer documentation is processed correctly and efficiently, directly supporting customers living with diabetes and the teams who serve them. You'll work across multiple departments, leverage Salesforce and document-routing technologies, solve data and documentation challenges, and help maintain the integrity of customer records. The position offers a blend of independent work and cross-functional partnership, making it ideal for a detail-oriented professional who enjoys problem-solving, managing multiple priorities, and being the trusted expert who keeps essential business processes running smoothly.

The primary responsibility of the Documentation Specialist is to manage multiple queues promptly and accurately, while verifying and auditing customer information in Salesforce. There will also be the need to support additional business functions with documentation auditing.  This role will work with all departments that receive customer-related documentation.  This role is an essential part of the documentation process and will work directly with all teams to ensure all correspondence / documentation received via fax and email is distributed and attached to customer records correctly. This candidate will also have a strong understanding of all document routing software used by Insulet Corporation.

The Documentation Specialist must be able to independently follow standardized workflows as defined by management. The Documentation Specialist will be expected to work on a broad range of tasks including some more complex situations.

Responsibilities:

• Duplicate Auditing: Manage queue within Salesforce where the system was unable to match customer data, requiring manual verification.

• Physician Verification: Manage queue where the system was unable to populate a provider, requiring manual verification.

• Consent Verification: Manage queue and assign outreach task for customers who do not have consent on file.

• Voicemail Bucket: Review and assign to appropriate rep.

• Documentation Scrubbing: Properly review faxes received and link to appropriate customer record.

• Perform UHC BI’s

• Process training records sent in from our Clinical Services Managers

• Validate Clinic Contract Assignments

• Provide feedback to management team on an as needed basis.

• Perform additional duties and/or projects as assigned by management.

Education and Experience:

Minimum Requirements:

• Associates degree and 3+ years’ related experience working in a professional environment

Preferred Skills and Competencies:         

• Knowledge of diabetes and experience supporting customers with diabetes is preferred.

• Experience with Salesforce CRM is preferred.        

• Effective written and oral communication skills

• Strong attention to detail and follow up skills

• Strong analytical and problem solving skills

• Demonstrated initiative and “do what it takes work approach” to get the job done

• Exceptional customer service orientation

• Team player; ability to work cooperatively and collaboratively with others (internally and externally)

• Flexible and resilient in work approach

• Ability to work in a fast paced environment, managing multiple priorities

Physical Requirements (if applicable):          

• Requires sitting and standing associated with a normal office environment.

• Manual dexterity needed for using a computer keyboard.

• Lightweight lifting may be required.

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Note: If you’re ready to be a part of a company that’s changing the future of diabetes care, we want to hear from you. Join us at Insulet Corporation, where your talent will make a real difference in people’s lives. #LI-Remote  

Additional Information:

Compensation & Benefits: For U.S.-based positions only, the annual base salary range for this role is $25.67 - $38.50 This position may also be eligible for incentive compensation. We offer a comprehensive benefits package, including: • Medical, dental, and vision insurance • 401(k) with company match • Paid time off (PTO) • And additional employee wellness programs Application Details: This job posting will remain open until the position is filled. To apply, please visit the Insulet Careers site and submit your application online. Actual pay depends on skills, experience, and education.