Note: The job is a remote job and is open to candidates in USA. SWBC is seeking a talented individual to provide customer service support for loan portfolios to financial institutions, insurance agents and borrowers/members by assessing and updating collateral protection insurance coverage and identifying uninsured loans. The role involves resolving inbound and outbound service calls, assisting with account maintenance, and providing timely updates to insurance data.
Responsibilities
- Resolves inbound and makes outbound service calls regarding routine collateral protection insurance coverage questions, inquiries and/or problems on the status of insurance on loans made by borrowers/members, financial institutions and insurance agents by researching, verifying, updating loan insurance information and documenting the affected account’s history file
- Refers complex questions, problems or client complaints promptly and accurately to the appropriate resources to ensure customer satisfaction and product integrity
- Assists in performing time-sensitive account maintenance before and after account processing cycles
- Enters updates to pertinent insurance data from Document Management System or FAX into the computer system in a timely manner ensuring accuracy, completeness, and adherence to department procedures
- Prepares, packages, and mails insurance policies, proof of insurance requests, and paid certificates to borrowers/members and financial institutions
Skills
- High School Diploma or equivalency required
- Minimum of zero to six (0-6) months of data entry, in-bound, out-bound or other related call center, telemarketing or related experience
- Excellent interpersonal, organizational and telephone etiquette skills
- Strong workflow and communication skills (both written and oral)
- Able to operate a computer and basic office equipment
- Able to type 40 WPM accurately and operate a 10-key calculator by touch
- Insurance or banking experience preferred
Benefits
- 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
Company Overview
SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. It was founded in 1976, and is headquartered in San Antonio, Texas, USA, with a workforce of 1001-5000 employees. Its website is https://www.swbc.com.