Job Description

Job Responsibilities:

• Process documents in an accurate and timely manner to ensure proper insurance coverage for homeowners and client satisfaction goals.
• Identify policy type and determine appropriate action needed. For example, Townhome, Flood, Wind, etc.
• Make appropriate updates to client database in order to meet regulatory obligations.
• Make timely premium payments from established escrow accounts to ensure continuous coverage.
• Manage time to handle multiple demands and competing priorities. Meet deadlines and quality standards.
• Communicate and coordinate with insurance agents and/or insurance carriers to verify information, update status, and meet deadlines/requirements.
• Be professional in all communications, act in a manner consistent with client’ values and honor client’ commitments.
• Demonstrate empathy regarding your work and the impact it has on the Client and homeowner.
• Address any questions, concerns, or suggestions in a timely and appropriate manner.
• Build and maintain effective internal working relationships and support teamwork in meeting company goals.
• Understand how the Processing Specialist role fits into the larger organizational context and ensure the smooth hand off of work (incoming and outgoing).
• Communicate status updates and appropriately escalate issues and opportunities to meet the needs of clients and homeowners.

Skills:

• Proficient in Excel.
• Data Entry.
• Customer service experience.
• Insurance/Mortgage/Banking experience.

Education/Experience:

• High School Diploma or equivalent (required).
• Previous experience in customer service or a related field is an asset.
• Basic computer literacy and typing skills.

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