Auto Products Specialist

SWBC•San Antonio, TX

About The Position

SWBC is seeking a talented individual to support the Specialty Products Group by providing administrative, technical, and sales support services to clients, carriers, and internal business units; respond to product/program and to web application inquiries; generate invoices; process payments and refunds; analyze and resolve discrepancies; facilitate claims process; conduct quality assurance audits; review and implement program/rate changes; test system changes/enhancements; conduct research; and function as a subject-matter expert in all related projects. Why you'll love this role: This role supports the Specialty Products Group for GAP and Warranty by providing administrative, technical, and sales support services to clients, carriers, and internal business units. The role requires a forward thinking and analytical mindset.

Requirements

High School Diploma or equivalency. Some college courses in accounting preferred.
At least three (3) years in insurance products administrative, technical, and customer service support utilizing software applications and processing account receivables, or closely related experience.
A basic understanding of auto insurance coverage and terminology.
Excellent customer services skills to interact with clients, members, and co-workers in a positive, cooperative, and courteous manner.
High technology savvy and ability to learn new software quickly.
Strong software application navigation, testing, and problem solving abilities.
Strong research capabilities and follow-up skills.
Working knowledge of account reconciliations, billing, payment refunds, or similar payment processes.
Strong analytical and mathematical skills to include accurately count money; add, subtract, multiply, divide; and to record, balance, and/or check account results for accuracy.
Strong computer and keyboard skills which include MS Word and Excel, ten-key number pad or calculator by touch, and exposure to online software applications and/or web-based tools.
Demonstrated sound judgment in decisions regarding refund approvals/reversals within set authority levels and problem resolution.
Strong orientation to detail and ability to maintain accuracy in processing payments and detecting discrepancies.
Ability to create timely and accurate documents and/or perform data entry utilizing Microsoft Excel and Word or other software applications.
Familiar with most general office machines.
Willing to participate in a 60-day insurance products knowledge and development training program.
Be able to haves flexibility and adaptability to sudden or required workflow changes to better serve the clients.
Dependable attendance and punctuality are necessary to perform the essential job duties.
Able to sit for long periods of time while processing and reconciling payments and similar activities.
Able to lift 10 - 20 lbs. of binders, reports, and/or files.

Nice To Haves

Some college courses in accounting preferred.

Responsibilities

Functions as a subject-matter expert in responding to inquiries on all products administered by the Specialty Products group including but not limited to Guaranteed Asset Protection (GAP), Mechanical Breakdown Insurance (MBI), Vehicle Service Contracts (VSC), and the like.
Processes payments; reconciles out-of-balance payments; communicates daily with the Accounting Department to clear general ledger’s as well as process refunds for clients; and researches and resolves accounting issues and addresses any past due payments.
Provides customer service assistance to address billing, product, and any UNITY related inquiries via telephone and UNITY Instant Messaging; provides assistance to clients and internal teams (trainers, sales executives, account managers) by researching and resolving service issues relating to GAP, MBI, and VSC.
Provides technical support by analyzing and resolving user application related problems; performs end-user testing of modifications and enhancements to the UNITY application and AS400 mainframe to ensure software integrity; and assists underwriting with ongoing maintenance requests by entering BSA/Salesforce Requests.
Performs data entry of GAP waiver information into the AS400 system; and reviews GAP waiver for required information, eligibility of collateral, and the presence of appropriate signatures if required.
Facilitates and resolves claims service issues by coordinating communication between the carrier, credit union, and customer.
Attends account implementation or other project meetings to provide subject-matter expertise relative to all Specialty Products, UNITY, and Operations Processes.
Performs general administrative tasks including filing, copying, and faxing, scanning, and mailing documents.