Job Title: Insurance Processing Specialist I
FLSA Status: Non-Exempt
Department: Lender Solutions
Reports to: Manager - Lender Solutions
Location: Proctor – 166
Who are we? What do we do? Company Overview:
Proctor Loan Protector provides comprehensive insurance products and service solutions for financial institutions. While weaving compliance throughout all our applications and technologies, Proctor Loan Protector operates as an extension of our clients, where partnership meets innovation.
Summary:
Individuals in this position are responsible for processing insurance documents and emails received with an emphasis on items that need special handling. Individuals should possess a clear understanding of all processes and business rules and how each function integrates with client specifications.
Essential Duties and Functions: include the following. Other duties may be assigned.
- Demonstrates an advanced level insurance processing and is responsible for updating insurance information according to defined business rules.
- Understands all insurance document types and the lender placed processes.
- Follows procedures to ensure information is updated accurately and production and quality standards are reached.
- Manages dedicated client team email box to ensure all borrower, client and agent communications are addressed within the specified service level agreement.
- Corrects exceptions identified while working proactive reports and accurately reports exceptions to management.
Competencies:
- Planning/organizing - Prioritizes and plans work activities and uses time efficiently.
- Interpersonal skills -Maintains confidentiality, remains open to ideas and exhibits willingness to try new things.
- Oral communication - Speaks clearly and persuasively in any situation.
- Written communication - Edits work for spelling and grammar and presents numerical data accurately and effectively.
- Problem solving - Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully.
- Quality control - Demonstrates accuracy and thoroughness and monitors own work to ensure quality.
- Adaptability - Adapts to changes in the work environment while managing competing demands and dealing with 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
- Proficient with MS Office - Intermediate Outlook & Word
- Previous property insurance and or mortgage servicing experience
- Strong organizational and analytical skills
- Exceptional attention to detail
- Ability to prioritize workflow and work in a fast paced environment
- Customer service oriented
- Works well in a team environment
- Attendance/Quality/Production must meet or exceed PFI standards
Preferred:
- Associate’s or Bachelor’s degree in a business or financial related discipline
- Advanced Excel knowledge
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 work. Ability to sit at a desk 7-8 hours per day.
- Worker not substantially exposed to adverse environmental conditions
Pay Ranges:
Any posted pay range considers a wide range of compensation factors, including skills, experience, work location and more. We offer competitive pay while still allowing for compensation growth within the position and company.
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.
EEO Statement:
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.
