Hybrid Insurance Tracking Representative
Core
Voice of the Tracking Department assisting customers and insurance agents with insurance documentation requirements to satisfy 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
Deliverable
client delivery
Required skills
inbound/outbound calling, data entry, loan transaction processing, policy form interpretation, Microsoft Office Suite, 32+ WPM typing
Preferred skills
problem-solving, high attention to detail, fast-paced environment adaptability
Technologies
Microsoft Office Suite (Word, Excel, Outlook), Windows environment
Responsibilities
Field inbound calls from customers and agents; conduct outbound calls to request insurance information; educate callers 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