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. The role involves assessing and updating collateral protection insurance coverage and identifying uninsured loans.
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.