SWBC is seeking a talented individual to provide commercial insurance tracking support to clients including: relationship management, daily interaction with the financial institutions, handling complex commercial LPI questions or problems, managing support line ,document processing, verifying and updating commercial loan information.

Why you'll love this role:

In this role, you will have an opportunity to utilize your customer service skills to support multiple clients in a fast paced environment. You will be directly interacting with clients across the United States by providing support for credit unions, banks and mortgage servicers. You will be also part of an organization that values your contributions and one that actively works with you to understand and achieve your career goals.

Essential duties include the following:

Provides support to Financial Institutions by working escalated or time sensitive issues related to commercial insurance tracking in a professional and timely manner.
Makes outbound calls to insurance agents/carriers regarding commercial insurance coverage questions, inquiries and/or problems on the status of insurance by researching, verifying, updating loan insurance information and documenting the affected account’s history file.
Performs time-sensitive account maintenance before and after account processing cycles for commercial accounts
Services complex calls, questions or problems from the Customer Service Staff to include unique, highly complex calls to appropriate resources to ensure customer satisfaction.
Actively reviews and processes renewal policies and provides coverage analysis and recommendations.
Creates internal management reports; and assists in special projects as needed.

Serious candidates will possess the minimum qualifications:

High School Diploma or equivalency.
Minimum of one to two (1-2) years of commercial insurance experience with high-level customer service or other related experience in an insurance or banking environment.
Working knowledge of insurance coverage and procedures
Strong orientation to detail and ability to maintain accuracy in processing loan information and detecting discrepancies.
Excellent interpersonal, organizational, communication (both written and oral), along with telephone etiquette skills.
Able to work under sometimes stressful conditions, while maintaining professionalism and enthusiasm.
Working knowledge of Microsoft Office including Excel and Outlook.
Able to sit for long periods of time updating, and validating insurance policies.
Able to lift and/or push 10-20 lbs. of files, insurance manuals, or boxes.

SWBC offers*:

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

*Based upon employee eligibility

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

005 Southwest Business Corporation

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Commercial Insurance Tracking Representative