Document Specialist

About the Opportunity

At Machinify, we’re constantly reimagining what’s possible in our industry—creating disruptively simple, powerfully clear ways to maximize our clients’ financial outcomes today and drive down healthcare costs tomorrow. As part of the Complex Claims team, you will, as a Document Specialist, play a pivotal role in managing and streamlining document workflows to ensure accuracy, efficiency, and compliance with internal procedures. This position involves processing and quality-checking documents, reviewing and organizing incoming claims, and ensuring proper routing and status assignment.

The role requires collaboration with internal teams to maintain import queues, reconcile balances, validate charges, and address errors. Responsibilities also include overseeing file intake and output, resolving discrepancies, and handling inquiries. The Document Specialist identifies, and reports system issues, submits service tickets, and analyzes data trends to improve efficiency and communication across teams.

Additionally, this position monitors file-sharing processes, ensures data transfer accuracy, performs itemized bill data entry, and supports various operational tasks as needed. The ideal candidate combines exceptional attention to detail with strong organizational and analytical skills to contribute to seamless document management operations.

What you’ll do

• Manage document workflows, including processing, quality assurance, and adherence to internal procedures.
• Conduct incoming claim reviews, assign statuses, organize data, ensure accuracy, and route files to auditors.
• Collaborate with internal teams to maintain the import queue, reconcile balances, validate charges, correct errors, and manage claim routing.
• Oversee file intake and output, addressing discrepancies, errors, and inquiries.
• Identify and report production environment issues by submitting detailed service tickets.
• Analyze data trends across documents and systems, providing updates on status, claims routing, efficiency, inventory, and volume to relevant teams.
• Monitor file-sharing processes, ensuring data transfer accuracy and appropriate volume levels.
• Perform data entry for itemized bills.
• Complete additional tasks as assigned.

What experience you bring (Role Requirements)

• Healthcare background preferred.
• Proficient in computer skills, including Microsoft Office Suite, Adobe Acrobat, multi-monitor setups, and adaptability to company-specific software.
• Strong attention to detail with excellent organizational, analytical, and critical thinking abilities.

What Success Looks Like…

After 3 months

You will have a strong understanding of the role.

You begin building relationships and collaborating with peers.

You develop effective time and priorities management.

You receive initial feedback about your performance and are using it to improve.

You’ve gained confidence in your abilities and are starting to feel more comfortable in your role.

After 1 year

You have mastered the tasks and responsibilities of the position, executing them with confidence and efficiency.

You have established a strong network of internal relationships and are recognized as a key collaborator.

You’ve been entrusted with greater responsibility indicating the company’s confidence in your abilities.

You see opportunities for career progression and personal development.

Pay range: $15.00 USD per hour. This is a non-exempt position. 

What’s in it for you      

• PTO, Paid Holidays, and Volunteer Days
• Eligibility for health, vision and dental coverage, 401(k) plan participation with company match, and flexible spending accounts
• Tuition Reimbursement
• Eligibility for company-paid benefits including life insurance, short-term disability, and parental leave.
• Remote and hybrid work options

What values we’ll share with you

• Ask why
• Think big
• Be humble
• Optimize for customer impact
• Deliver results