Loss Drafts Customer Service Representative

🕒 vor 1 Monat

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💝 Kundenservice

Jetzt Bewerben

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SWBC

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

Gegründet 1976

💸 Finanzen

🏠 Immobilien

Finance • Insurance • Real Estate

SWBC ist ein diversifiziertes Finanzdienstleistungsunternehmen, das ein breites Spektrum an Produkten und Dienstleistungen für Privatpersonen, Unternehmen und Finanzinstitute anbietet. Zu den Produkten gehören verschiedene Versicherungsarten, wie Lebens-, Sach- und Fahrzeugversicherung, sowie gewerbliche Versicherungslösungen. Das Unternehmen bietet außerdem umfassende Investmentdienstleistungen, Vermögensverwaltung und Altersvorsorgeplanung an. Darüber hinaus bietet SWBC Kreditdienstleistungen an, einschließlich Hypothekendarlehen, und ist im Immobiliensektor tätig, indem es gewerbliche Immobilienentwicklung und Versicherungslösungen anbietet. Sie legen Wert auf eine Strategie, die den Kunden in den Mittelpunkt stellt, und haben Initiativen für Mitarbeiterleistungen und ausgelagerte HR-Dienstleistungen.

Beschreibung

• Resolves inbound service calls regarding routine questions, inquiries, and/or problems associated with processing of loss drafts made by borrowers, contractors, and insurance companies and third parties in a timely and courteous manner by researching and verifying information and distribution status. • Tags (record) the call. • Inputs information regarding conversation accurately into the Loss Draft Tracking system as required to document call activity. • Sets-up processing tasks such as property inspections, disbursement requests, and other activities pertinent to the loss draft process. • Applies de-escalation skills when callers are upset and appropriately refers unresolved calls to the appropriate team members to ensure customer satisfaction. • Performs other duties as required.

🎯 Anforderungen

• High School diploma or GED equivalency required. • Minimum of three (3) years of high-level data entry, in-bound, out-bound, or other related call center, telemarketing or related experience. • Mortgage insurance experience preferred. • Basic understanding of insurance claims processing. • Ability to quickly understand information and situations and provide appropriate response. • Strong ability to actively listen and communicate solutions. • Excellent phone etiquette and professionalism. • Strong verbal and written communication and customer relationship skills. • Demonstrated ability to follow instruction. • Ability to navigate multiple computer systems, applications, and utilize search tools to find information. • Working knowledge of Microsoft Suites such as Excel, and Word and data entry systems such as AS400. • Ability to perform in a fast-paced and high pressure phone queue environment. • Familiarity with most general office machines. • Willingness to attend an initial on-the-job training session. • Ability to work flexible schedules Monday – Friday and overtime, including Saturdays as required. • Able to follow directions and apply established procedures. • Able to sit for long periods of time while answering incoming calls, entering data, or performing other sedentary duties. • Able to lift, carry, push, or pull 10 – 20 lbs. of files, reports, or other documents/manuals.

🏖️ Vorteile

• Competitive overall compensation package • Work/Life balance • Employee engagement activities and recognition awards • Years of Service awards • Career enhancement and growth opportunities • Leadership Academy and Mentor Program • Continuing education and career certifications • Variety of healthcare coverage options • Traditional and Roth 401(k) retirement plans • Lucrative Wellness Program