Hybrid Insurance Tracking Representative
Core
Handle inbound and outbound calls to assist customers and insurance agents with insurance documentation requirements for loan agreements.
Role type
Customer Service Representative (Insurance Tracking)
Builds
Insurance documentation processes and loan record updates for financial institutions
Domain
Financial Services / Insurance / Lending Risk
Required skills
Customer service, data entry, reading comprehension, Microsoft Office Suite, Windows environment, policy forms knowledge, organizational skills
Preferred skills
Fast-paced environment adaptability, problem-solving, communication, teamwork, high performance orientation
Technologies
Microsoft Office Suite (Word, Excel, Outlook), Windows
Responsibilities
Field inbound calls from customers and agents, conduct outbound calls to request insurance information, educate customers on 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
Seniority
Individual Contributor, entry to mid-level