Open Position
StraightDocs Administrator
As a StraightDocs Administor you’ll communicate daily with dealers to review customer COIs and ensure proper protection. Be prepared to participate in weekly meetings and team-building activities as part of JT Bates Group’s collaborative culture. The StraightDocs Admin fully embraces JT Bates Group’s core values: we are humble, accountable, adaptable, proactive, and innovative.
An entry-level position that reports to the Straight Docs Manager. Flexible work hours provided the position needs are met in a timely manner.
Primary Functions:
● Evaluate customers’ certificates of insurance (COIs) on behalf of our dealers for the necessary
insurance requirements and enter them into StraightDocs in a timely manner.
● Pursue all missing insurance requirements (dealer-specific) with the listed insurance agency to establish a corrected COI if needed.
● Communicate with Rental Coordinators/Managers when requirements are missing, cannot be
established, or if more rental information is needed.
● Being proactive by providing specialized customer service support for specific dealers assigned to you. This involves frequent communication via email and phone calls, as well as intermittent check-ins with your dealers.
● Being adaptable by assisting other team members to meet goals or participate in special projects as needed.
● Routinely review renewals for expired certificates in StraightDocs and take action to establish current coverage.
● Participate in team communication daily with our messaging platform as well as weekly meetings, e-mails, Teams, training, and some in-person gatherings.
● Must meet a goal of entering 16 certificates per hour by the end of their first 90 days of employment.
Secondary Functions:
● Routinely follow up with insurance agencies and Rental Coordinators/Managers to establish missing insurance requirements or other necessary information within a desired timeline of 1 business day.
● Proactively research customer information and/or insurance agency contact information when needed (i.e., current rental information, subsidiaries, multiple locations, dba, agency email, or phone number).
● Notate and clearly document all information regarding missing requirements, communications with Rental Coordinator/Manager and insurance agency, as well as any key information in StraightDocs.
What We're Looking For
- Must be willing to become a licensed General Lines-Property/Casualty Agent after you pass your 90-day probationary period.
- Proven work experience demonstrating professional communication and decision-making skills, abilityto work independently, and ability to prioritize urgent requests.
- Capability to work independently.
- Strong clerical skills, including 50+wpm, data entry experience, time management, and organizational skills.
- Communication of concerns, questions, and relevant dealer situations to the StraightDocs Manager.
- Excellent computer skills, including Apple systems and Microsoft Office Suite (Outlook, Word, Excel).
Interested in this role?
Send your resume and a short note on why the StraightDocs Administrator role fits you.
Apply Now