Insurance Tracking Representative

Job Summary

Providing exceptional customer service, the full-time Hybrid Insurance Tracking Representative will manage the timely and accurate data entry of insurance documentation to meet loan requirements while working remotely.

Key responsibilities

• Match and analyze insurance documents to loan records in the Miniter Ecommerce System
• Process transactions across multiple work queues and adhere to daily workflow schedules
• Educate customers on required insurance documentation and provide quality assistance for timely resolutions

Required qualifications

• At least one year of call center experience
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
• Ability to understand policy forms and coverage descriptions
• Experience with community bank bond/D&O/property and casualty insurance programs is preferred
• High attention to detail and strong organizational skills