3 results for Documentation And Process Coordinator in Forest Lake, MN

Licensing Coordinator

Monticello, MN
onsite
Contract / Temporary to Hire
20 - 21 USD / Hourly
We are seeking a Licensing Coordinator for a role based in Monticello, Minnesota. This onsite role offers a contract to hire employment opportunity. The objective of this role is to ensure the agent contracting process is as smooth and efficient as possible for our agents from start to finish. As a licensing specialist, you will execute professionalism while providing top notch customer service and work to find and create efficiencies. This is an amazing opportunity to join our team in a much-needed position. Whether you are familiar with the insurance background or not, your enthusiasm, motivation, and interest in becoming part of our well-established and positive work environment, makes you an ideal candidate. We value your hard work and dedication to this position, and you can be confident that the opportunities for growth within the corporation will continue to arise. Primary Responsibilities: <ul><li>Generate and process contracting applications and other required forms for submission on all new and existing agents and agencies within Simplicity.</li><li>Completes routine follow-up on submitted agent contracting paperwork to ensure proper processing.</li><li>Assist with agent updates, contract changes, while proactively looking for ways to streamline the process to make it as smooth as possible for the agent.</li><li>Applies sound insurance knowledge regarding products and services, troubleshooting issues, and working to resolve in the quickest and most efficient way to best meet agent needs.</li><li>Provide professional correspondence via email and phone</li><li>Work efficiently to meet all service level agreements</li><li>Understand carrier workflows and maneuver carrier websites</li><li>Work closely with team members to meet common goals and assist when able</li></ul> Qualifications / Requirements: <ul><li>Minimum of a High school diploma / GED </li><li>Strong computer skills; able to type 50+ words per minute </li><li>Proficiency in Microsoft Office (Word, Excel) </li><li>Experience with G Suite and Salesforce preferred, not required</li><li>Experience in related position preferred, not required</li></ul> Core Competencies:<ul><li>Ability to provide exceptional customer service</li><li>Effective time management skills</li><li>Ability to prioritize and multitask in a fast-paced environment, and utilize multiple programs simultaneously</li><li>Capable of working both independently and in a team environment</li><li>Excellent organizational skills, attention to detail is a must</li><li>Ability to react to change in a productive and positive manner</li></ul> <ul><li>Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.</li></ul>
2026-04-02T00:00:00Z

Documentation Controller

Maple Plain, MN
onsite
Temporary
35.625 - 41.25 USD / Hourly
We are looking for a skilled Documentation Implementor to join our team on a contract basis in Maple Plain, Minnesota. In this role, you will play a key part in supporting a system transition by documenting processes and offering guidance to users as they shift from HubSpot to Salesforce. This position requires strong organizational skills, attention to detail, and the ability to communicate effectively with a diverse team. Responsibilities:• Create and maintain detailed process documentation within Confluence and SharePoint environments.• Provide individualized support to users transitioning from HubSpot to Salesforce, answering questions and offering guidance.• Develop training materials, including videos and written guides, to ensure users understand Salesforce functionalities.• Collaborate with sales and support teams to identify documentation needs and address concerns during the system transition.• Ensure all documentation is clear, accurate, and accessible to relevant stakeholders.• Utilize Salesforce knowledge to educate users about customized features and workflows.• Manage administrative tasks related to process implementation and documentation.• Foster a positive experience for users by addressing concerns and highlighting Salesforce benefits.• Assist in organizing and compiling necessary documents to support the transition process.• Work in a hybrid environment, with onsite presence required on Tuesdays, Wednesdays, and Thursdays.
2026-04-03T00:00:00Z

Payment/Rent Coordinator

Minneapolis, MN
onsite
Temporary
23 - 26 USD / Hourly
We are looking for a meticulous and organized Rent/Payment Coordinator for a non-profit organization. In this long-term contract role, you will play a key part in ensuring smooth financial operations within our nonprofit organization. This position offers a chance to make a meaningful impact while working in a collaborative and fast-paced environment. Responsibilities:<ul><li>Guide clients through program criteria, application steps, documentation requirements, and court-related processes, both over the phone and in person.</li><li>Walk applicants through local rent assistance websites, offering support and clear explanations.</li><li>Complete and review intake and housing forms to verify client information; obtain and check required supporting documents (e.g., proof of income, housing ledgers, property manager W-9s).</li><li>Maintain familiarity with up to five different grant programs referencing detailed checklists to provide accurate and consistent service.</li><li>Collaborate closely with case managers to process a high volume of applications, moving clients from waiting list to approval efficiently.</li><li>Prepare payment requests and supporting documentation for supervisor approval (checks issued directly to landlords/property managers).</li><li>Communicate with landlords/property managers as needed to validate information and ensure timely payment processing.</li><li>Vigilantly review applications for potential errors or fraud, escalating questionable cases for further review.</li><li>Maintain accurate records, update case notes, and ensure data privacy and security at each step.</li><li>Support overall program operations and ensure a friendly, welcoming environment for all participants.</li></ul>
2026-03-27T00:00:00Z