Insurance Svc Specialist IV (LSIS04)

Socket.dev; Fort Worth (TX); On-site; USD 48,000 - 64,000; Full time

Job summary

Socket.dev is seeking an Insurance Servicing Specialist to handle a high-volume mailbox of servicing requests, from intake to resolution, ensuring accurate documentation and timely responses. You will research records, coordinate with partners, and perform proactive outreach to clients and agents to obtain necessary documentation and close items.

The role emphasizes process improvement, audit-ready records, and collaboration across teams in a fast-paced environment.

Qualifications

• Experience in insurance servicing, policy or coverage review.
• Ability to manage high-volume inbox and prioritize to resolution.
• Strong research to identify root causes and paths to resolution.
• Clear written and verbal communication with clients and partners.
• Maintain audit-ready documentation.
• Manage follow-ups and aging items to closure.
• Ability to work quickly in a fast-paced environment.
• Customer-focused with proactive outreach.
• Collaborate effectively across teams.
• Proficient in Microsoft Office.

Responsibilities

• Serve as a primary point of contact for insurance servicing mailbox requests and inquiries, ensuring timely and accurate resolution.
• Own assigned queue items and prioritize work based on risk, aging, and business impact; document actions and outcomes clearly.
• Perform proactive outreach to clients and/or insurance agents to obtain documentation, confirm coverage details, resolve discrepancies, and provide status updates.
• Research and resolve routine to complex servicing requests, including policy updates, evidence of insurance, coverage validations, document corrections, and follow-ups; route items appropriately when required.
• Partner with cross-functional teams to investigate, resolve, and close exceptions in alignment with servicing standards and applicable requirements.
• Track outstanding items, follow-ups, and documentation needs to reduce aging and prevent rework; maintain accurate, audit-ready records.
• Review and manage exception and aging reports as assigned; elevate emerging risks or time-sensitive items through appropriate channels.
• Support special projects such as process enhancements, reporting, audit or exam support, training materials, and operational readiness activities.
• Identify opportunities to improve turnaround time, strengthen controls, and enhance the client and insurance agent experience.
• Perform quality control reviews of processes and documentation where needed.
• Support non-flood insurance servicing and assist with flood-related items (including renewal outreach) as needed.

Skills

Insurance servicing

Inbox management

Issue research

Communication

Documentation

Follow-ups

Fast-paced work

Customer focus

Cross-team collaboration

Tools

Microsoft Office

Job description

Are you ready to make a meaningful impact by delivering timely, accurate insurance servicing support and improving the client experience? In this role, you will manage a high volume of servicing requests from clients, insurance agents, and internal partners.

Job summary

As an Insurance Servicing Specialist within the Insurance Servicing team, you will manage insurance servicing mailbox requests and complex inquiries from intake through resolution. You will research loan insurance records, coordinate actions with partners, and perform proactive outreach to clients and insurance agents to obtain required documentation and close open items. You will help strengthen service quality and compliance by maintaining accurate documentation, tracking exceptions, and escalating time-sensitive risks. You will also contribute to process improvements and reporting that reduce rework and improve turnaround time.

Job responsibilities

• Serve as a primary point of contact for insurance servicing mailbox requests and inquiries from clients, insurance agents, and internal partners, ensuring timely and accurate resolution.
• Own assigned queue items and prioritize work based on risk, aging, and business impact; document actions and outcomes clearly.
• Perform proactive outreach to clients and/or insurance agents to obtain documentation, confirm coverage details, resolve discrepancies, and provide status updates.
• Research and resolve routine to complex servicing requests, including policy updates, evidence of insurance, coverage validations, document corrections, and follow-ups; route items appropriately when required.
• Partner with cross-functional teams to investigate, resolve, and close exceptions in alignment with servicing standards and applicable requirements.
• Track outstanding items, follow-ups, and documentation needs to reduce aging and prevent rework; maintain accurate, audit-ready records.
• Review and manage exception and aging reports as assigned; elevate emerging risks or time-sensitive items through appropriate channels.
• Support special projects such as process enhancements, reporting, audit or exam support, training materials, and operational readiness activities.
• Identify opportunities to improve turnaround time, strengthen controls, and enhance the client and insurance agent experience.
• Perform quality control reviews of processes and documentation where needed.
• Support non-flood insurance servicing and assist with flood-related items (including renewal outreach) as needed.

Required qualifications, capabilities, and skills

• Experience in insurance servicing, policy or coverage review, insurance tracking, or related loan servicing/operations work involving insurance.
• Ability to manage high-volume inbox or queue work and prioritize effectively to drive items to resolution.
• Ability to research issues, identify root causes, and determine the appropriate path to resolution.
• Ability to communicate clearly and professionally in writing and verbally with clients, insurance agents, and internal partners.
• Ability to maintain accurate documentation and produce audit-ready records.
• Ability to manage follow-ups and aging items to closure within defined timelines.
• Ability to work quickly and accurately in a fast-paced, deadline-driven environment.
• Customer-focused mindset with comfort performing proactive outreach to close open items.
• Ability to collaborate effectively across teams and functions.
• Proficiency in Microsoft Office (Word, Excel, and PowerPoint).

Preferred qualifications, capabilities, and skills

• Knowledge of non-flood insurance guidelines (for example, hazard, wind, or other lines) and general commercial insurance concepts.
• Familiarity with flood insurance concepts and National Flood Insurance Program (NFIP) requirements.
• Experience with exception and aging reporting, operational controls, audit support, or process improvement activities.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.