Insurance Tracking Representative
Job Summary
Providing exceptional customer service, the full-time remote Insurance Tracking Representative will handle inbound and outbound calls, guide customers and agents through insurance documentation processes, and ensure timely resolution of inquiries while maintaining confidentiality.
Key Responsibilities:
- Field inbound and outbound calls, delivering superior customer service for insurance products
- Educate customers on required insurance documentation for loan agreements and resolve inquiries promptly
- Accurately complete loan transactions and maintain updated loan records
Required Qualifications:
- High attention to detail and organizational skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Minimum typing speed of 32 WPM and ability to comprehend company manuals
- Understanding of policy forms and coverage descriptions
- Willingness to attend educational classes as needed
Complete Job Description
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