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Client Support Specialist, Rynoh

Key Facts

Remote From: 
Full time
Senior (5-10 years)
English

Other Skills

  • Microsoft Office
  • Adaptability
  • Multitasking
  • Time Management
  • Open Mindset
  • Verbal Communication Skills
  • Social Skills

Roles & Responsibilities

  • High school diploma or GED
  • Minimum 5 years of experience in a client support setting
  • Proficient with computers and software; Microsoft Office experience
  • Self-starter with the ability to work with little to no supervision; able to multi-task and meet deadlines

Requirements:

  • Ensure Rynoh Escheat Pro clients are properly set up in Rynoh including bank accounts activated, holder(s) set up, Pro Letterhead uploaded, and imports if needed
  • Perform daily escheat due diligence activities, including creating and sending due diligence letters, responding to payee requests, updating transactions with notes, and contacting clients for check reissues
  • Conduct quarterly compliance reviews and maintenance of the escheat database
  • File state NAUPA reports as assigned

Job description

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by

1) providing the best services for homebuyers

2) led by advantaged underwriting in insurance

3) to protect the whole home.

As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies.

In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED.

Job Title Client Support Specialist

Location: Colombia  

Workplace Type: Remote   

   

This role is employed through RemoFirst, Porch Group's Employer of Record partner in Colombia. Your employment will be legally administered through RemoFirst, while your day-to-day work is led by Porch Group.

  

Job Summary  

The future is bright for the Porch Group, and we’d love for you to be a part of it as a  Client Support Specialist

 

To coordinate and execute escheat tasks for RynohEscheat Pro clients, as well as maintain compliance requirements in the Rynoh escheat admin data-base and communicate effectively with clients and their escheat payees.     

   

What You Will Do As A Client Support Specialist

  • Ensure RynohEscheat Pro clients are properly set up in Rynoh including bank accounts activated, holder(s) set up, Pro Letterhead uploaded, and imports, if needed. 

  • Daily escheat due diligence requirements, including but not limited to creating and sending due diligence letters, responding to payee requests, updating Rynoh Escheat transactions with notes, and reaching out to clients for check reissues.   

  • Quarterly compliance review and maintenance of escheat database.   

  • Responsible for filing state NAUPA reports, as assigned.    

  • General knowledge of escheat module, requirements, and ability to troubleshoot and correct any errors  

  • Successfully handle any duties as assigned by manager with little to no supervision 

  • Maintains an overall awareness of functions of RynohLive software to answer any questions or troubleshoot any problems for customers. 

    

What You Will Bring As A Client Support Specialist

  • High school diploma or GED 

  • A minimum of 5 years of experience in a client support setting. 

  • Must have a greater than average understanding of computers and software with little to no hesitations on how to fix general computer problems. 

  • Must be a driven self-starter with a positive mindset and have the proven ability to work with little to no supervision. 

  • Must be able to multi-task and manage workload. 

  • Ability to meet deadlines and manage your own schedule. 

  • Proven flexibility to meet the ever-changing needs of a growing business is a must. 

  • Written and oral communication skills are a must, with the ability to interact in person and over the phone with people from all backgrounds. 

  • Microsoft Office Products experience required. 

  • Must be able to pass background check. 

  • Experience in banking and/or the title industry is preferred. 

  • Experience in an IT setting with client interaction is preferred. 

  • Knowledge of online banking systems preferred.

  • Workspace: A quiet space to work, an internet connection of at least 30 Mbps download | 10 Mbps upload    

  

What You Will Get Supporting Porch Group  

  • Quick recruitment process through video calls. 

  • Monthly salary: COP 2,300,000

  • Training: paid initial training, as well as ongoing training to help you develop in your role and career. 

  • Support: You’re working from home, but not alone! Your team is available in real-time to help you be successful! 

    Work/Life Balance: This is a 100% remote job, which means no more time wasted in traffic! Spend more time at home, where your family needs you!  

#LI-FQ1  

#LI-Remote 

What’s next?

Submit your application below and our Talent Acquisition team will be reviewing your application shortly! If your resume gets us intrigued, we will look to connect with you for a chat to learn more about your background, and then possibly invite you to have virtual interviews. What's important to call out is that we want to make sure not only that you're the right person for us, but also that we're the right next step for you, so come prepared with all the questions you have!

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