Match and Research Specialist
Core
Handling outbound business calls to insurance companies to retrieve documentation or validate information for mortgage insurance processing.
Role type
Operations specialist (mortgage insurance documentation)
Builds
Insurance documentation and data validation for mortgage clients
Domain
Insurance / Mortgage
Required skills
Outbound calling, document retrieval, data entry, Excel, Windows environment, reading comprehension, typing (32 WPM)
Preferred skills
P&C Insurance, Mortgage, Forced Placed Insurance experience
Responsibilities
Completing outbound telephone calls to insurance companies, working within a call queue, performing research and document retrieval from online insurance sites, maintaining productivity and quality standards
Seniority
Entry-level / Individual Contributor