Insurance Verification Specialist

Allied Solutions, LLC; Whitecap; On-site; CAD 40,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Job summary

Allied Solutions in Canada is seeking a detail-oriented verifier to support loan collateral processing. The role centers on outbound calls to insurance agents and regional offices, plus website verifications for auto and mortgage files.

You will read insurance documents, document loan histories, and ensure accuracy for lenders, while meeting departmental SLA targets and quality standards in a collaborative, confidential environment.

Qualifications

• High school diploma required.
• Clear, concise oral communication; accurately composes written materials as required by the position.
• Handle confidential information in a responsible manner.
• Ability to convey thoughts in a focused and concrete manner.
• Ability to identify, analyze, and resolve problems.
• Adaptable to change and has the ability to make independent decisions.
• Ability to self-prioritize and has strong organization workflow skills.
• Meet service level expectations.
• Ability to multi-task to maximize efficiency and follow through to completion.
• Data entry and keyboard knowledge.
• Work independently and within a team environment to complete work assignments and meet department goals.
• Professional interaction with employees, peers and customers.
• Receive and provide feedback with a respectful approach.
• Ability to present ideas and input to assist in workflow improvements.
• Ability to remain composed and effective under pressure.

Responsibilities

• Verifications (50%): Performing Outbound Calls to Insurance Agents/Regional offices or utilizing various electronic means such as websites for verification of loan collateral coverage. Works with vehicle and mortgage outbound calls.
• Research (20%): Ability to read and understand insurance documents for both auto and mortgage, in loan history to perform the correct task that is needed for that loan while following lender particulars.
• Verify and Memo (10%): Accurately verify the correct questions with insurance agents and regional offices. Has the ability to document thoroughly in the history of the loan for the lenders to be able to understand clearly.
• Accounts per Hour (10%): Has the ability to meet the department goal of 10 accounts per hour by performing website verifications and phone calls to insurance agents. Needs the ability to be able to multitask to assist the department in meeting our department SLA’s of 95% in 7 days completed.
• Quality (10%): Consistently obtain 90% or higher on all quality audits by understanding and reviewing procedure manuals. To be able to identify, document, and report any learning opportunities to higher management.

Skills

Clear communication

Confidential handling

Problem solving

Independent decisions

Prioritization

Multi-tasking

Organizational skills

Teamwork

Attention to detail

Feedback management

Workflow improvement

Stays composed under pressure

Education

High school diploma

Job description

Job Duties and Responsibilities

• Verifications (50%): Performing Outbound Calls to Insurance Agents/Regional offices or utilizing various electronic means such as websites for verification of loan collateral coverage. Works with vehicle and mortgage outbound calls.
• Research (20%): Ability to read and understand insurance documents for both auto and mortgage, in loan history to perform the correct task that is needed for that loan while following lender particulars.
• Verify and Memo (10%): Accurately verify the correct questions with insurance agents and regional offices. Has the ability to document thoroughly in the history of the loan for the lenders to be able to understand clearly.
• Accounts per Hour (10%): Has the ability to meet the department goal of 10 accounts per hour by performing website verifications and phone calls to insurance agents. Needs the ability to be able to multitask to assist the department in meeting our department SLA’s of 95% in 7 days completed.
• Quality (10%): Consistently obtain 90% or higher on all quality audits by understanding and reviewing procedure manuals. To be able to identify, document, and report any learning opportunities to higher management.

Qualifications

• High school diploma required.
• Use of clear, concise and effective oral communication; accurately composes written materials as required by the position.
• Handle confidential information in a responsible manner.
• Ability to convey thoughts in a focused and concrete manner.
• Ability to identify, analyze, and resolve problems.
• Adaptable to change and has the ability to make independent decisions.
• Ability to self-prioritize and has strong organization workflow skills.
• Meet service level expectations.
• Ability to multi-task to maximize efficiency and follow through to completion.
• Data entry and keyboard knowledge.
• Work independently and within a team environment to complete work assignments and meet department goals.
• Professional interaction with employees, peers and customers.
• Receive and provide feedback with a respectful approach.
• Ability to present ideas and input to assist in workflow improvements.
• Ability to remain composed and effective under pressure.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

Benefits & Compensation

We offer our employees a robust compensation package!

• medical, dental and vision insurance coverage
• 100% company-paid life and disability coverage
• 401k options with company match
• three weeks PTO by the end of the first year
• much more

Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

When you join Allied Solutions, you are part of a company that’s been recognized for its commitment to making an impact. Allied has been ranked by Forbes as one of America's Best Midsize Employers. Allied's customer service team has received the Center of Excellence certification by BenchmarkPortal for eight consecutive years. And in 2022, Allied was honored with a Spirit United award, acknowledging our 13-year relationship with United Way of Central Indiana. As Allied continues to expand into new markets and reach new clients, opportunities to join the company and advance your career grow as well. Allied continually invests in learning and development resources to help you build new skills and advance your career. Come grow with us! Thank you for your interest in Allied Solutions. To view our privacy statement click here To view our terms and conditions click here Allied Solutions roles are listed with Job Category beginning with ALD.