Hybrid Insurance Tracking Representative
Core
Data entry and processing of insurance documentation to satisfy loan requirements for financial institutions, including matching documents to loan records and analyzing policy coverages.
Role type
Insurance tracking representative (data entry & customer support)
Builds
Loan-level collateral management and risk mitigation programs for real estate, auto, watercraft, and equipment portfolios
Domain
Financial services / Insurance / Lending risk management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Data entry, loan transaction processing, policy form analysis, customer service, telephone communication, Microsoft Office Suite proficiency, organizational skills
Preferred skills
Experience with community bank bond, D&O, or property and casualty insurance programs
Technologies
Miniter Ecommerce System, Microsoft Office Suite
Responsibilities
Match insurance documents to loan records, analyze and process insurance documents for appropriate coverage, provide customer service and assist agents with obtaining documentation, educate customers on insurance requirements, process loan transactions during call wrap-up
Seniority
Entry-level to Junior, hands-on IC