Under direct supervision, this hybrid position will be responsible for timely and accurate data entry of processing insurance documentation that satisfy loan requirements. You will be trained on a variety of insurance documents for different lines of business and expected to process transactions as necessary across those lines. Duties can include providing superior customer service to customers and insurance agents while supporting the call center. You will be responsible for answering incoming calls and making outbound calls to assist customers and agents with obtaining appropriate insurance documentation. The ideal candidate will educate the caller as to what documentation is needed to satisfy the customer’s loan agreement. Additionally, you will accurately complete loan transactions, as necessary.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Job Duties:
- Match insurance documents to loan records in the Miniter Ecommerce System.
- Analyze and process insurance documents to loan records ensuring the documents are appropriate and policy coverages are sufficient.
- Provide proficient and accurate data entry of insurance documentation in accordance with policies and procedures.
- Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily processing goals.
- Process transactions across multiple work queues daily
- Actively participate in all training sessions, team meetings, department meetings and One-on-one meetings.
- Provide quality customer service and assistance to customers with a timely resolution.
- Educate customers as to why insurance documents are required for their loan.
- Process loan transactions with high quality and productivity during call wrap-up.
- Other responsibilities as directed.
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.
Minimum Knowledge, Skills, and Abilities Required:
Qualifications:
- High school diploma or equivalent.
- At least one-year Property and Casualty insurance or insurance agency experience.
- At least one-year Call Center experience
- Demonstrates sound judgment and decision-making skills.
- Shows strong reasoning and problem-solving skills.
- Ability to multi-task.
- Excellent time management and organization skills.
- Ability to work both independently and co-operatively with others.
- Proficient in basic use of Windows-based computer software applications including Microsoft Word, Outlook, and Excel.
- Ability to provide clear and concise explanations when asking questions or for clarification through different mediums (Outlook, In-person, Microsoft apps, etc.).
- Must be able to remain in a stationary position for up to 90% of workday.
- Ability to work remotely.
Work Location:
Remote
Licensing or certification Requirements:
None required
Physical Demands:
The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Qualifications:
To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.
Pay: From $16.00 per hour
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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