Customer Service Representative, Loss Drafts

🕒 il y a 1 mois

🤠 Texas – Distant

🤠 Texas – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💝 Support Client

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SWBC

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1976

💸 Finance

🏠 Immobilier

Finance • Insurance • Real Estate

SWBC est une société de services financiers diversifiée offrant un large éventail de produits et services aux particuliers, aux entreprises et aux institutions financières. Les produits incluent divers types d'assurances, telles que l'assurance vie, l'assurance de biens et de véhicules, ainsi que des solutions d'assurance commerciale. L'entreprise propose également des services d'investissement étendus, de gestion de patrimoine et de planification de la retraite. De plus, SWBC offre des services de prêt, y compris des prêts hypothécaires, et opère dans le secteur immobilier en fournissant des solutions pour le développement de propriétés commerciales et des assurances. Ils mettent l'accent sur des stratégies centrées sur le client et ont des initiatives pour les avantages sociaux des employés et les services RH externalisés.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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