Customer Service Representative
Core
Voice of the Tracking Department, assisting customers and insurance agents in navigating insurance requirements and loan agreements for financial institutions.
Role type
Customer Service Representative (Insurance/Lending)
Builds
Insurance documentation processes and loan record updates for financial institutions
Domain
Financial Services / Insurance / Lending
Deliverable
client delivery
Required skills
inbound/outbound calling, data entry, reading comprehension, policy form understanding, organizational skills, Microsoft Office Suite, 32 WPM typing
Responsibilities
Field inbound calls from customers and agents; conduct outbound calls to request insurance information; educate customers on insurance documentation requirements; key in and validate data to update loan records; match insurance documents to loan records; adhere to daily workflow schedules and production goals.