Commercial Tracking Specialist

HUB InternationalIrving, TX
Onsite

About The Position

Responsible for analyzing and accurately keying insurance documentation and loan related forms into a loan tracking system; analyzing and processing complex lender data reports; utilizing an imaging system; meeting daily production standards, goals, and service commitments. This position also requires an excellent working knowledge of a Windows computer environment, Excel and the ability to grasp the workings of numerous insurance tracking system reports.

Requirements

  • 10 key typing: Minimum 32 WPM
  • Reading Comprehension: Understanding company manuals step-by-step
  • A working knowledge of Windows computer environment & Office software
  • Skills testing may be required prior to an interview
  • Ability to work in fast-paced, multi-tasking environment
  • Detail-oriented

Nice To Haves

  • Prior P&C Insurance, Mortgage, or Forced Placed Insurance related experience is a plus
  • Prior data analysis experience is a plus
  • Knowledge of mortgage agreements/lending, is a plus

Responsibilities

  • Review and input insurance documentation in proprietary loan-insurance tracking system
  • Review commercial insurance documentation to ensure that coverages (Hazard and any other special coverage required) and deductibles, are adequate to protect the lenders interest
  • Recognize and note any coverage limitations not in line with lender specifications
  • Accurately complete all assigned tasks and/or additional tasks if needed
  • Analyze and process a multitude of client and program related reports
  • Identify and report areas of needed process improvement to immediate supervisor
  • Maintain a monthly assessment average of 90% or better
  • Maintain accurate training materials, to ensure adherence to all policies and procedures
  • Accurately handle inbound/outbound calls and email inquiries from client, borrower, or agent
  • Contact insurance companies to confirm insurance coverage and request additional documentation
  • Initiate and sustain communication with clients, agent, and employees, as needed
  • Maintain necessary relationship with clients and employees to ensure quality customer service standards are met
  • Maintain a working knowledge, grow expertise in mortgage insurance and lending
  • Other job responsibilities as assigned by management

Benefits

  • HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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