Outbound Representative

Customer Service Representative

SWBC is seeking a talented individual to provide customer service support for loan portfolios to financial institutions, insurance agents and borrowers / members by assessing and updating collateral protection insurance coverage and identifying uninsured loans.

Why you'll love this role :

This role is an excellent opportunity to utilize your customer service skills and make a positive impact with insurance companies for SWBC. You will be able to interact with multiple carriers to assist with updating renewal information on mortgage and auto loans. Your representation will directly contribute toward SWBC's Mission to provide excellent customer service.

Essential duties include the following :

• Resolves inbound and makes outbound service calls regarding routine collateral protection insurance coverage questions, inquiries and / or problems on the status of insurance on loans made by borrowers / members, financial institutions and insurance agents by researching, verifying, updating loan insurance information and documenting the affected account's history file.
• Refers complex questions, problems or client complaints promptly and accurately to the appropriate resources to ensure customer satisfaction and product integrity.
• Assists in performing time-sensitive account maintenance before and after account processing cycles.
• Enters updates to pertinent insurance data from Document Management System or FAX into the computer system in a timely manner ensuring accuracy, completeness, and adherence to department procedures.
• Prepares, packages, and mails insurance policies, proof of insurance requests, and paid certificates to borrowers / members and financial institutions.

Serious candidates will possess the minimum qualifications :

SWBC offers :

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.