Document Intake Specialist
You are a detail-oriented and organized
administrative professional who enjoys working with documents, systems, and
processes. You have strong attention to detail, excellent follow-through, and
the ability to manage repetitive tasks while maintaining accuracy and confidentiality.
You thrive in a team environment and are eager to learn, improve processes, and
support daily office operations and eager for growth.
Location: Petaluma, CA (Onsite)
This Position Pays: $20–$26.00/hr DOE
Schedule: Monday–Friday, 8:30 AM–5:00 PM
Position Type: Full-Time Temp-to-Hire
What You Will Be Doing:
- Collect,
sort, scan, and electronically archive incoming documents
- Manage
document-related email correspondence and route files through established
workflows
- Use
multiple software systems to organize, import, and process documentation
- Edit
and format documents, including redacting, splitting, and combining files
- Review
outgoing correspondence for accuracy and distribute digitally
- Maintain
organized records while following compliance and security procedures
- Troubleshoot
basic scanner/printer issues and support office operations
- Assist
with check scanning, office supply management, and vendor/visitor support
- Complete
occasional post office runs and administrative tasks as needed
What You Bring:
- High
school diploma or equivalent
- 6+
months of professional office experience
- Proficiency
with Microsoft Office Suite/MS 365 and ability to learn new systems
quickly
- Experience
with scanners, printers, and standard office equipment
- Strong
attention to detail with excellent organizational and time-management
skills
- Professional
communication skills and a customer-focused mindset
- Ability
to follow detailed procedures while managing multiple priorities
Preferred Qualifications:
- Experience
in insurance, banking, or administrative support
- Familiarity
with insurance documents or workflow systems
- Experience
with Zendesk or similar ticketing platforms
- Knowledge
of Power Automate, VBA Macros, or office automation tools
For over 50 years, Nelson Connects has empowered employers and job seekers to achieve their unique versions of success. Our commitment to excellence, integrity, compassion, and innovation has made us a trusted partner in connecting jobs, people, and communities. The remarkably talented and dedicated people of Nelson Connects are building on the rich history of this company to define the future of our industry, and we can’t wait to work with you.
We are Nelson Connects, and our purpose is your success.
To learn more about our workplace culture and the position, please apply
#INDbpjr
For over 50 years, Nelson Connects has empowered employers and job seekers to achieve their unique versions of success. Our commitment to excellence, integrity, compassion, and innovation has made us a trusted partner in connecting jobs, people, and communities. The remarkably talented and dedicated people of Nelson Connects are building on the rich history of this company to define the future of our industry, and we can’t wait to work with you.
We are Nelson Connects, and our purpose is your success.
Pay & Benefits Transparency: Nelson Connects provides compensation ranges for all job postings in accordance with applicable federal, state, and local pay transparency laws. The compensation range listed represents a good faith estimate of base pay at the time of posting for the specific position and work location, or locations where the role may be performed.
Eligible temporary associates may have access to medical, dental, vision, HSA, EAP, life/AD&D, short-term disability, 401(k) retirement plan options, commuter benefits, paid sick leave where mandated, and other state or locally required benefits, subject to eligibility requirements.
Where applicable, postings will describe any additional benefits, paid leave, bonus or incentive opportunities, commissions, and other forms of compensation specific to that position. Actual compensation offered may vary based on skills, experience, worksite location, shift, and other legitimate business factors.
Fair Chance Hiring: Nelson Connects will consider qualified applicants with arrest and conviction records in a manner consistent with applicable federal, state, and local fair chance and ban-the-box laws.
Temporary Assignment Disclosure: For temporary or temporary-to-hire assignments, the job posting will identify the worksite location, anticipated schedule, pay rate or range, nature of the assignment, and other information required under applicable state or local law.
Equal Employment Opportunity & Accommodation: Nelson Connects is an equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity), national origin, age, disability, genetic information, veteran status, or any other status protected under applicable law.
At Nelson Connects, we welcome applicants of all abilities and are committed to ensuring that every aspect of our hiring and interview process is accessible and supportive. If you require a reasonable accommodation to assist in your job search or application process, please contact us at [email protected] for assistance.
