Policy Procurement Associate

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Summary :

The Policy Procurement Associate will be responsible for outbound contacts such as calls, letters, e-mails, and faxes to insurance agencies, carriers, and borrowers to verify property insurance renewals.

The associate must be able to multi-task between various systems to research and document the phone calls using problem solving and problem resolutions skills.

Essential Duties and Functions : include the following. Other duties may be assigned.

• Makes outbound contacts on a variety of loan and policy types in an attempt to secure policy renewals.
• Follows workflow directive from the leadership team to determine priority of work
• Notates accounts to maintain record of due diligence and attempts made to obtain documentation
• Updates residential policies to maintain coverage and keep policies in an active status
• Communicates with leadership team over potential issues that will have a negative impact on the loan
• Communicates with borrowers and their agencies to make sure client standards are upheld
• Maintains database and spreadsheet files.

Competencies :

• Planning / organizing-the individual prioritizes and plans work activities and uses time efficiently.
• Interpersonal skills-the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
• Oral communication-the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Written communication-the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
• Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
• Quality control-the individual demonstrates accuracy, thoroughness, and monitors own work to ensure quality.
• Adaptability-the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

Qualifications :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required :

• High School Diploma / GED
• Strong organizational and analytical skills
• Computer knowledge - Windows based environment
• Attention to detail
• Ability to prioritize workflow and work in a fast paced environment
• Customer service oriented
• Works well in a team environment
• Excellent written and verbal communication skills
• Attendance / Quality / Production must meet PFI standards
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality

Preferred :

• Some College work
• Previous property insurance and or mortgage servicing experience
• Proficient with MS Office

Physical Requirements Necessary on a Regular Basis :

Repetitive motion. Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.

Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.

Vision sufficient for use of a computer monitor.

Sedentary position. Ability to sit at a desk 7-8 hours per day.

Worker not substantially exposed to adverse environmental conditions

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

I acknowledge that I have reviewed this job description and can perform the essential duties with, or without, reasonable accommodation.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Proctor Loan Protector is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.