Insurance Tracking Representative

Role Overview

• Field inbound and outbound calls to customers and insurance agents while providing superior customer service across all escrow and non-escrow insurance products.
• Key in and validate data received in order to update loan records.
• Match insurance documents to loan records in the Miniter Ecommerce System.
• Train in additional supplemental processes based on business need.
• Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily production goals.
• Actively participate in all training sessions, team meetings, department meetings, and one-on-one meetings.
• Participate and/or collaborate in assignments and special projects.
• Attend industry-related continuing education training and courses.
• Other responsibilities as directed.

Requirements

• High attention to detail required.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
• 10-key typing: Minimum 35 WPM required.
• Reading comprehension: ability to understand and follow company manuals step-by-step.
• Working knowledge of Windows computer environment and Office software.
• Ability to understand policy forms and coverage descriptions.
• Strong organizational skills.
• Willingness to attend educational classes is desired.
• Skills testing may be required prior to an interview.

Benefits

• Medical, Dental, and Vision insurance through leading national carriers.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
• Employer-paid Short-Term Disability.
• Employer-paid Life Insurance — 2x your annual salary.
• 401(k) with company matching.
• 10 paid holidays, plus Floating Holidays and Personal days.
• Vacation and Sick time accrual beginning on day one.