Processing Specialist [Remote]
SGS Consulting
Remote
- Remote job
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.
Vacancy posted more than 2 months ago
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