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Customer Service Specialist

Role overview

Qualifications

  • High school diploma or GED required
  • Strong attention to detail and organization skills required
  • Strong problem solving and analytical abilities
  • Excellent telephone, written and verbal communication skills with strong customer service focus

Responsibilities

  • Handle incoming borrower, agent and lender calls at a professional level
  • Accurately verify, key and/or memo insurance information in relation to all Creditor Placed Insurance (CPI) product types
  • Mentor fellow co-workers as requested by supervisor
  • Meet set goals and assigned workload expectations for productivity

Key facts

  • Remote from: United States
  • Full time
  • Customer Service Specialist
  • English

Hard skills

Other skills

  • Customer Service
  • Problem Solving
  • Detail Oriented
  • Communication
  • Analytical Skills
  • Reliability
  • Client Confidentiality

About the company

Allied Solutions logo

Allied Solutions

Financial Services

Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 4,000 financial institutions in North America. Dedicated to helping their clients grow, protect and evolve their business, Allied Solutions maintains several regional offices and service centers around the country and is a subsidiary of Securian Financial Group, Inc. #FinancialServices #EnhanceRevenue #ExpandLending #ManageRisk #ImproveMarketShare #EngageEmployees #AlliedInsights #FindYourPassion #BlueCulture

Company details

Company typeXLarge
IndustryFinancial Services
Company size1001 - 5000

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Job description

Updating database with insurance for various collateral. Ensures delivery of high quality and accurate customer service while maintaining solid customer relationships by handling their questions and concerns with speed and professionalism. This position receives inbound calls and completes outbound calls or web inquiries to insurance companies to verify insurance.

Job Duties and Responsibilities:

Inbound Calls – 90%

  • Handle incoming borrower, agent and lender calls at a professional level.
  • Accurately compose written information for loan histories.
  • Accurately verify, key and/or memo insurance information in relation to all Creditor Placed Insurance. (CPI) product types and CPI cancels.
  • Ability to follow up and resolve customer problems or issues.
  • Mentor fellow co-workers as requested by supervisor.
  • Report any system and related issues.

Metrics – 10%

  • Meet set goals and assigned workload expectations for productivity.
  • Meet and exceed Quality audits and metrics.
  • Ability to be coached and learn from previous errors and know what is needed to improve.
  • Meet monthly regarding scorecard metrics.

Qualifications (Education, Experience, Certifications & KSA):

  • High school diploma or GED required.
  • Distribute and exchange information with others.
  • Perform other duties as assigned.
  • Strong attention to detail and organization skills required.
  • Strong problem solving and analytical abilities.
  • Dependable and reliable.
  • Ability to acknowledge and respect confidential information.
  • Excellent telephone, written and verbal communication skills with strong customer service focus.
  • Professional interaction with employees, peers and customers.
  • Answers questions, corrects errors and resolves discrepancies.
  • Ability to learn quickly.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

#LI-Remote

#LI-AB2

We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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