GENERAL DESCRIPTION (Summary, Scope, Purpose)
Under limited supervision, the Customer Service Representative is responsible for providing superior customer service to customers and insurance agents. This position will be responsible for answering incoming calls and making outbound calls to assist customers and agents with obtaining appropriate insurance documentation. The ideal candidate will educate the caller as to what documentation is needed to satisfy the customer's loan agreement. Additionally, the Customer Service Representative will accurately complete loan transactions, as necessary. Representatives will maintain customer privacy and confidentiality in accordance with policies and procedures during inbound and outbound phone calls with customers and insurance agents. Provide quality customer service and assistance to customers with a timely resolution, and educate callers as to why documents are required for their loan. Successful candidates can work in a fast-paced environment while maintaining a high attention to detail to achieve individual and team production and quality results.
About HUB :
HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you're dealing with real estate owned (https://hubfinservices.com/what-we-do/lending-risk/real-estate-owned-reo-insurance/) , residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking (https://hubfinservices.com/what-we-do/lending-risk/outsourced-insurance-tracking/) , blanket (https://hubfinservices.com/what-we-do/lending-risk/blanket-insurance-for-lenders/) , and impairment programs (https://hubfinservices.com/what-we-do/lending-risk/mortgage-impairment-insurance/) are designed to address lending risk comprehensively.
Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.
Why Choose HUB?
Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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 to 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.
Attends industry related continuing education training and courses.
Other responsibilities as directed.
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES:
Required- 10 key typing: Minimum 32 WPM
Required- Reading Comprehension: Understanding company manuals step-by-step
Required- a working knowledge of Windows computer environment & Office software
Required- Organizational skills required
Skills testing may be required
Demonstrates sound judgment and decision-making skills.
Shows strong reasoning and problem-solving skills.
Ability to multi-task.
Excellent time management and organization skills.
Ability to work both independently and co-operatively with others
Ability and willingness to utilize company's computer system and software
Willingness to attend educational classes is desired
LICENSING OR CERTIFICATION REQUIREMENTS
None required
BENEFITS
HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL)
FSA available
Dental plans through BCBSIL
Vision insurance through VSP
Employer paid Short Term Disability
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
Tools provided from the Company:
Laptop
Monitor and Mouse
Headset and webcam
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:
In-office, with the opportunity to work from home 2 days a week after the new hire probationary period.
Schedule:
Monday-Friday 8:00am-4:30pm CT with half hour lunch, with some flexibility with start/end times after probationary period
All duties and responsibilities outlined in this position are considered essential job functions, and reasonable accommodations will be made to enable individuals with disabilities to perform them. The requirements listed represent the minimum knowledge, skills, and abilities necessary to perform the job proficiently. This description is not exhaustive, and employees may be required to perform other job-related duties as assigned by their supervisor, subject to reasonable accommodation.
To perform this job successfully, the incumbent must meet the qualifications and perform each essential duty satisfactorily. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, or local law. If the position requires licensing or certification, the incumbent must maintain compliance with all continuing education and other requirements.
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program (https://hubinternational.jobs/e-verify/)
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