Document Management Assistant

Job Description

Job Description

Exact Benefits Group is a growing insurance and benefits organization focused on helping individuals navigate Medicare and health insurance solutions nationwide. We are committed to operational excellence, compliance, and delivering quality support across all departments.

Position Summary

We are seeking a Document Management Assistant (Document Control / Records Management) to support our administrative and operations teams by organizing, maintaining, and processing company documents and records. This remote-friendly role is ideal for someone detail-oriented and organized, with experience in document management systems (DMS), digital filing, scanning/OCR, metadata tagging, and version control. The position emphasizes accuracy, compliance, and efficient document workflows to improve information accessibility across departments.

This remote position is ideal for someone experienced with digital filing systems, document control, data entry, and records management in a fast-paced professional environment.

Key Responsibilities

• Organize, maintain, and update digital company documents and records
• Ensure documents are properly labeled, indexed, and stored within document management systems
• Perform document scanning, OCR processing, uploading, and archiving
• Maintain version control and verify document accuracy and compliance
• Assist with data entry, reporting, document retrieval, and audit preparation
• Support cross-functional teams with administrative and document workflow tasks

Qualifications

• High school diploma or equivalent required
• 1+ years of experience in document management, records management, or administrative support preferred
• Experience using SharePoint, Google Drive, DocuWare, or similar document management platforms
• Proficiency with Microsoft Office and PDF/OCR tools
• Strong attention to detail, organization, and communication skills
• Ability to work independently in a remote environment

Preferred Qualifications

• Associate degree or records management certification preferred
• Knowledge of metadata tagging, indexing, and document version control
• Experience with workflow automation tools is a plus

Benefits & Perks

• Remote/work-from-home flexibility
• Flexible scheduling
• Paid time off and holidays
• Professional development opportunities
• Health and wellness benefits
• 401(k) retirement plan

Schedule

• Full-time
• Monday to Friday