Hybrid Insurance Tracking Representative
About The Position
The Hybrid Insurance Tracking Representative is responsible for accurately and timely processing insurance documentation to meet loan requirements. Working within a structured team environment with clearly defined workflows and production goals, this role involves data entry, reviewing various insurance documents across multiple lines of business, and completing transactions as needed. In addition to processing tasks, the position includes providing exceptional customer service by assisting both customers and insurance agents over the phone. You will handle both inbound and outbound calls, assist in obtaining the necessary insurance documentation, and educate callers on the requirements needed to fulfill their loan agreements.
Requirements
- High attention to detail required.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
- 10-key typing: Minimum 35 WPM required.
- Reading comprehension: ability to understand and follow company manuals step-by-step.
- Working knowledge of Windows computer environment and Office software.
- Ability to understand policy forms and coverage descriptions.
- Strong organizational skills.
- Willingness to attend educational classes is desired.
- Skills testing may be required prior to an interview.
- This position requires real-time telephone-based communication with customers as an essential function of the role. Team members must be able to listen, understand, and verbally respond to customer inquiries over the phone in a timely and professional manner.
- 1-2 years of relevant experience
- High school or equivalent
Nice To Haves
- Willingness to attend educational classes is desired.
Responsibilities
- Field inbound and outbound calls to customers and insurance agents while providing superior customer service across all escrow and non-escrow insurance products.
- Key in and validate data received in order to update loan records.
- Match insurance documents to loan records in the Miniter Ecommerce System.
- Train in additional supplemental processes based on business need.
- Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily production goals.
- Actively participate in all training sessions, team meetings, department meetings, and one-on-one meetings.
- Participate and/or collaborate in assignments and special projects.
- Attend industry-related continuing education training and courses.
- Other responsibilities as directed.
Benefits
- Medical, Dental, and Vision insurance through leading national carriers.
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
- Employer-paid Short-Term Disability.
- Employer-paid Life Insurance — 2x your annual salary.
- 401(k) with company matching.
- 10 paid holidays, plus Floating Holidays and Personal days.
- Vacation and Sick time accrual beginning on day one.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
