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Innovative Support Team in Cocoa, Florida at Lotane & Associates P A

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Lotane & Associates P A
Cocoa, Florida, 32922, United States
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Job Description

Improve Processes. Support People. Drive Innovation.

Company Overview

Lotane & Associates, P.A. is a debt collection and subrogation law firm located in Cocoa, FL. LA has been practicing in Brevard County since 1979, and we represent clients for Florida debt recoveries and Insurance Subrogation. Our clients include insurance carriers, hospitals, credit unions, banks, physician practices, and commercial companies. Our lawyers and staff are committed to recovering bad debts and collecting losses for our clients. We love and appreciate our team and are heavily invested in our community. At LA, we are Client-Minded and Community-Centered!

About the Role

Lotane & Associates, P.A. is seeking to add an additional team member to the Innovative Support Team. This role is designed for someone who is comfortable supporting a wide range of business operations, data, automation, system workflows, vendor coordination, reporting, and process improvement.

The Innovative Support Team is not a traditional IT help desk team. While this position may assist with basic user troubleshooting and simple technical support when needed, core IT support, hardware, network administration, and broader infrastructure support are handled by our dedicated IT provider. This role is focused on helping the firm improve how work moves through our systems, how data is reviewed and validated, how processes are documented, and how manual tasks can be made more efficient, accurate, and repeatable.

The ideal candidate is detail-oriented, technologically proficient, comfortable learning new systems, and able to support both day-to-day operational needs and larger technology-driven improvement projects. This person should enjoy solving problems, testing workflows, working with data, coordinating with vendors, and helping internal teams use systems more effectively. This position is in-office, not a remote opportunity. Working schedule is Monday-Friday 8:00am-5:00pm. A 1-hour lunch break and two 15-minute breaks. That’s right, off nights and weekends!

Key Responsibilities

Operations, Workflow & Process Support

  • Assist with reviewing, testing, and improving internal workflows across firm systems and departments.
  • Help identify manual or repetitive processes that can be improved through better documentation, reporting, automation, or system configuration.
  • Support operational cleanup projects, workflow reviews, data validation efforts, and system process improvements.
  • Work with internal teams to understand business needs, document requirements, and help translate those needs into practical system or process solutions.
  • Assist with quality assurance checks to confirm that workflows, reports, imports, exports, templates, and system processes are producing the expected results.

    • Automation, Scripting & System Tools

  • Assist with building, testing, and maintaining automation processes that reduce manual work and improve consistency.
  • Help review, update, and validate scripts or automated workflows used for high-volume operational tasks.
  • Support document-generation processes, template logic, workflow routing, and system-driven tasking.
  • Work with existing tools, scripts, and platforms to help improve efficiency, accuracy, auditability, and repeatability.
  • Participate in testing and validation before new automations, workflows, or system updates are released to users.

    • Data, Reporting & Reconciliation

  • Assist with reviewing and validating data across internal systems, spreadsheets, reports, and vendor files.
  • Support reconciliation efforts by comparing data, identifying discrepancies, and documenting findings clearly.
  • Help create or review reporting queries and data extracts used for operations, management review, audits, or process improvement.
  • Work with spreadsheets and structured data to organize, clean, compare, and summarize information.
  • Help maintain data accuracy by identifying inconsistencies, missing information, or process gaps that may affect reporting or operations.

    • AI, Cloud Tools & System Integrations

  • Assist with testing and supporting internal tools, AI-assisted workflows, automation projects, and system integrations.
  • Help validate AI or automation outputs to ensure accuracy, reliability, and appropriate use.
  • Support projects involving cloud-based tools, vendor APIs, internal workflow tools, and system-to-system communication.
  • Participate in controlled testing of new tools and integrations before they are used in live operational processes.
  • Help document test results, blockers, expected behavior, and follow-up items.

    • Vendor & Internal Coordination

  • Coordinate with internal departments, management, vendors, and technology partners on open items, system questions, testing needs, and follow-up tasks.
  • Help track vendor responses, project updates, unresolved issues, and action items.
  • Assist with gathering questions, documenting requirements, preparing meeting notes, and communicating status updates.
  • Support invoice, cost, usage, or service review efforts when related to systems, vendors, or operational tools.
  • Communicate clearly with both technical and non-technical users.

    • Basic Troubleshooting Support

  • Assist internal users with basic system questions or simple troubleshooting when appropriate.
  • Help determine whether an issue is related to workflow, user process, system configuration, vendor support, or IT support.
  • Escalate true IT issues, hardware issues, network issues, access issues, or broader infrastructure concerns to the appropriate IT provider or vendor.
  • Help document issues clearly so they can be routed and resolved efficiently.

    • Requirements

  • Associate Degree in Information Systems, Computer Science, Business Technology, Management Information Systems, or a related field; or equivalent work experience.
  • Minimum of two (2) years of experience in technical support, systems administration, information systems, business technology, or a related field.
  • Strong proficiency with Microsoft Office Suite, including Excel, Word, Outlook, Teams, and PowerPoint.
  • General computer troubleshooting and technical support experience.
  • Experience supporting users and resolving technical issues in a professional environment.
  • Strong problem-solving, analytical, and organizational skills.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple priorities and meet deadlines.
  • Strong attention to detail and commitment to accuracy.
  • Ability to work independently and collaborate effectively with colleagues at all levels.
  • Professionalism, integrity, and the ability to maintain confidentiality when handling sensitive information.

    • Preferred Qualifications

  • Experience with Microsoft 365 administration, user account management, and software deployment.
  • Experience with Case Master Pro (CMP), Monday.com, workflow automation, or similar business systems.
  • Experience with FTP/SFTP file transfers, reporting tools, or operational technology systems.
  • Experience in a law firm, collections environment, financial services, insurance, or another process-driven business environment.
  • Strong Microsoft Excel skills, including filtering, sorting, reviewing formulas, and working with large datasets.
  • Experience testing workflows, automations, reports, imports, exports, or system changes.
  • Experience creating technical documentation, procedures, and standard operating procedures (SOPs).

    • What We're Looking For

    We are looking for a motivated and dependable professional who enjoys technology, problem-solving, and helping others succeed. The ideal candidate is naturally curious, eager to learn, and comfortable adapting to new systems, tools, and business processes.

    This role requires someone who is highly organized, detail-oriented, and comfortable working with software systems, workflows, and operational data. Successful candidates possess strong analytical and troubleshooting skills, approach challenges with a logical mindset, and take the initiative to identify solutions rather than simply report problems.

    The right candidate is proactive, accountable, and capable of managing multiple priorities while maintaining a high level of accuracy. They are comfortable documenting processes, testing solutions, tracking ongoing tasks, and following through on commitments to completion.

    Strong communication skills are essential. This position requires the ability to communicate professionally with employees, managers, vendors, and other stakeholders while translating technical information into clear, understandable language. We value individuals who are collaborative, resourceful, and committed to continuous improvement while handling sensitive business information with professionalism and discretion.

    Benefits Overview

    We offer a range of benefits to support the well-being and financial security of our employees, including:

  • Employee-Paid Vision and Dental Insurance – Affordable options to support your oral and eye health.
  • Employee-Paid AFLAC Supplemental Plans – Additional coverage for accidents, short-term disability, and other needs.
  • Employer-Paid Life Insurance – $20,000 life insurance policy provided at no cost to the employee.
  • 401(k) Retirement Plan – Company matches employees' contributions at 100% for 1-3% savings and 50% for 4-5% of savings after one year of employment.
  • Paid Time Off (PTO) – Generous PTO to support work-life balance.
  • Paid Holidays – Enjoy 9 paid holidays annually.
  • Volunteer Time Program – Earn additional PTO by giving back to your community.
  • Employee Assistance Program (EAP) – Confidential counseling and support services for personal or work-related issues.
  • Tuition Reimbursement – Eligibility for tuition reimbursement after one year of employment, covering approved courses up to a designated amount.
  • Employee Discount Programs – Access to exclusive savings on products and services through our employee discount network.
  • And so much more!

    • Job Location

    Cocoa, Florida, 32922, United States

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