Job description
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
POSITION SUMMARY:
Performs administrative duties associated with insurance claim processing for the Loss Draft Department.
Essential Duties and Functions: include the following. Other duties may be assigned.
- Perform data entry into the loss draft module
- Use of insurance tracking and servicing databases to confirm loan and claim details
- Make outbound calls to verify claim details and perform procurement attempts
- Hold drawer check research
- Ad-hoc document indexing
- Assist with special projects as needed
- Monitor and respond to incoming emails
- Knowledge of multiple clients’ requirements and expectations including business rules
and investor requirements
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.
- 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 and 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.
- Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.
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
- Strong organizational skills
- Customer Service Skills
- Strong Analytical Skills
- Ability to prioritize workflow and work in a fast-paced environment
- Proficient in Windows based environment – specifically Word, Excel, and Access
- Works well in a team environment
- Attention to detail
- Excellent verbal and written communication skills
- Perform various data entry functions as needed.
- Perform additional duties as requested by supervisors.
- Attendance/Quality/Production must meet or exceed PFI standards
Preferred
- Customer Service Experience
- Insurance/Mortgage Servicing knowledge
- Property insurance claim experience
Physical Requirements Necessary on a Regular Basis:
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.
Ability to sit at a desk 7-8 hours per day.
Repetitive motion
Sedentary position
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.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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