Match and Research Specialist
About The Position
The Match and Research Specialist accurately handles outbound business calls and related mortgage insurance documentation and processing. The role contacts insurance companies to retrieve documentation or validate information, works within a call queue and documentation system, conducts research and retrieves documents through online insurance sites, and completes other research projects as assigned. The specialist follows established instructions and procedures, processes data entry in addition to calls, and maintains required productivity, quality, and service performance standards. The position also calls for positive working relationships and may include other duties or work in other functional areas to cover absences, manage peak periods, or balance workload.
Requirements
- Minimum 32 WPM in 10-key typing.
- Reading comprehension sufficient to understand company manuals and step-by-step instructions.
- Working knowledge of a Windows computer environment and Office software, especially Excel.
- Detail-oriented.
- Skills testing may be required before an interview.
Nice To Haves
- Prior experience in P&C insurance, mortgage, or forced-placed insurance.
Responsibilities
- Make outbound calls to insurance companies to retrieve documentation or validate information.
- Work within a call queue and document interactions with appropriate notations in the system.
- Research and retrieve documents from online insurance sites.
- Complete other research projects as assigned.
- Process data entry in addition to handling calls while meeting minimum productivity and quality standards.
- Follow instructions, procedures, and established guidelines.
- Maintain positive working relationships and meet company service commitments and individual performance goals.
- Perform other assigned duties, including work in other functional areas when needed to cover absences, manage peak workloads, or balance work.
Benefits
- Structured training, licensing support, and ongoing development opportunities.
- Competitive pay.
- Comprehensive health benefits.
- Retirement savings matching.
- Company-paid life and disability plans.
- Generous paid time off.
- Paid parental leave.
- Wellbeing program.
- Collaborative, high-performing culture with meaningful engagement and community impact through HUB Gives.
- Opportunities for career growth.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
