Logo for SWBC

Outbound Customer Service Repesentative

Key Facts

Remote From: 
Full time
English

Other Skills

  • Customer Service
  • Procedure Development
  • Non-Verbal Communication
  • Time Management
  • Organizational Skills
  • Social Skills
  • Problem Solving

Roles & Responsibilities

  • High School Diploma or equivalent required.
  • 0-6 months of data entry, inbound/outbound or related call center/telemarketing experience; insurance or banking experience preferred.
  • Excellent interpersonal, organizational and telephone etiquette skills.
  • Proficient with computers and basic office equipment; able to type 40 WPM and operate a 10-key calculator by touch.

Requirements:

  • Resolves inbound and outbound service calls regarding routine collateral protection insurance coverage questions, inquiries, or problems on loan insurance status by researching, verifying, updating loan insurance information, and documenting the account’s history.
  • Refers complex questions, problems or client complaints promptly and accurately to appropriate resources to ensure customer satisfaction and product integrity.
  • Assists in performing time-sensitive account maintenance before and after account processing cycles.
  • Enters updates to pertinent insurance data from Document Management System or FAX into the computer system in a timely manner, ensuring accuracy, completeness, and adherence to department procedures.

Job description

SWBC is seeking a talented individual to provide customer service support for loan portfolios to financial institutions, insurance agents and borrowers/members by assessing and updating collateral protection insurance coverage and identifying uninsured loans.

Why you'll love this role:

This role is an excellent opportunity to utilize your customer service skills and make a positive impact with insurance companies for SWBC. You will be able to interact with multiple carriers to assist with updating renewal information on mortgage and auto loans. Your representation will directly contribute toward SWBC's Mission to provide excellent customer service.

Essential duties include the following:

  • Resolves inbound and makes outbound service calls regarding routine collateral protection insurance coverage questions, inquiries and/or problems on the status of insurance on loans made by borrowers/members, financial institutions and insurance agents by researching, verifying, updating loan insurance information and documenting the affected account’s history file.
  • Refers complex questions, problems or client complaints promptly and accurately to the appropriate resources to ensure customer satisfaction and product integrity.
  • Assists in performing time-sensitive account maintenance before and after account processing cycles.
  • Enters updates to pertinent insurance data from Document Management System or FAX into the computer system in a timely manner ensuring accuracy, completeness, and adherence to department procedures.
  • Prepares, packages, and mails insurance policies, proof of insurance requests, and paid certificates to borrowers/members and financial institutions.

Serious candidates will possess the minimum qualifications:

  • High School Diploma or equivalency required.
  • Minimum of zero to six (0-6) months of data entry, in-bound, out-bound or other related call center, telemarketing or related experience.  Insurance or banking experience preferred.
  • Excellent interpersonal, organizational and telephone etiquette skills.
  • Strong workflow and communication skills (both written and oral).
  • Able to operate a computer and basic office equipment.
  • Able to type 40 WPM accurately and operate a 10-key calculator by touch.

SWBC offers*:  

  • Competitive overall compensation package
  • Work/Life balance 
  • Employee engagement activities and recognition awards 
  • Years of Service awards
  • Career enhancement and growth opportunities 
  • Leadership Academy and Mentor Program
  • Continuing education and career certifications 
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans 
  • Lucrative Wellness Program

*Based upon employee eligibility 

     

Additional Information:

    

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

    

Please note, SWBC does not hire tobacco users as allowed by law.

    

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

Related jobs

Other jobs at SWBC

We help you get seen. Not ignored.

We help you get seen faster — by the right people.

🚀

Auto-Apply

We apply for you — automatically and instantly.

Save time, skip forms, and stay on top of every opportunity. Because you can't get seen if you're not in the race.

AI Match Feedback

Know your real match before you apply.

Get a detailed AI assessment of your profile against each job posting. Because getting seen starts with passing the filters.

Upgrade to Premium. Apply smarter and get noticed.

Upgrade to Premium

Join thousands of professionals who got noticed and hired faster.