[Hiring] Hybrid Insurance Tracking Representative @HUB International

Role Description

Under direct supervision, this Hybrid Insurance Tracking Representative position will be responsible for timely and accurate data entry of processing insurance documentation that satisfy loan requirements. You will be trained on a variety of insurance documents for different lines of business and expected to process transactions as necessary across those lines. Duties can include providing superior customer service to customers and insurance agents while supporting the call center.

• Answer incoming calls and make outbound calls to assist customers and agents with obtaining appropriate insurance documentation.
• Educate the caller as to what documentation is needed to satisfy the customer’s loan agreement.
• Accurately complete loan transactions, as necessary.

Qualifications

• High attention to detail is required.
• At least one-year Call Center experience.
• Experience working with community bank bond / D&O / property and casualty insurance programs is preferred.
• Above-average telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
• Ability and willingness to utilize company’s computer system and software.
• Ability to understand policy forms and coverage descriptions.
• Organizational skills required.

Requirements

• Match insurance documents to loan records in the Miniter Ecommerce System.
• Analyze and process insurance documents to loan records ensuring the documents are appropriate and policy coverages are sufficient.
• Provide proficient and accurate data entry of insurance documentation in accordance with policies and procedures.
• Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily processing goals.
• Process transactions across multiple work queues daily.
• Actively participate in all training sessions, team meetings, department meetings and One-on-one meetings.
• Provide quality customer service and assistance to customers with a timely resolution.
• Educate customers as to why insurance documents are required for their loan.
• Process loan transactions with high quality and productivity during call wrap-up.
• Attend industry related continuing education training and courses.
• Other responsibilities as directed.

Benefits

• HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL).
• FSA available.
• Dental and Vision insurance through VSP.
• Employer paid Short Term Disability.
• 5 Weeks of Paid Parental Leave.
• Employer paid Life Insurance – 2x your salary.
• 401k - Company matching.
• 10 paid Holidays.
• Floating Holidays and Personal days.
• Accrue Vacation and Sick time from day 1.
• Tuition Reimbursement.
• Chromebox is provided.
• Monitor and Mouse are provided.
• Headset is provided.
• All full-time employees working 30+ hours a week are eligible for benefits.
• Benefits are effective the first of the month, following their first 30 days.

Physical Demands

• Work Location: Remote.
• Schedule: Monday-Friday 8:30am-5:00pm ET with a half hour lunch.
• Upon successful completion of inbound training, team members are required to participate in a rotating late shift schedule to support extended call center coverage.
• This shift runs from 12:30 PM to 9:00 PM EST and is based on business need.
• Frequent use of computer monitors, keyboard, and mouse.
• Extended viewing of multiple screens for seven or more hours a day.
• Extended periods of sitting.

Licensing or Certification Requirements

• None required.