Outbound Customer Service Repesentative

SWBC; United States; Remote; USD 32,000 - 42,000; Full time

Benefits offered by this job

Employee engagement awards

Career growth opportunities

Healthcare options

401(k) retirement plans

Wellness program

Job summary

SWBC is seeking a customer service-focused individual to support loan portfolios for financial institutions, agents and borrowers. You will assess and update collateral protection insurance coverage and manage insured loan records, handling both inbound and outbound calls and updating data as needed.

The role emphasizes accuracy, timely data entry, and strong communication as you interact with multiple carriers and internal teams to renew information on mortgage and auto loans.

Qualifications

• High School Diploma or equivalency required.
• 0–6 months of data entry, inbound/outbound call center, telemarketing, or related experience.
• Insurance or banking experience preferred.
• Excellent interpersonal, organizational and telephone etiquette skills.
• Strong communication skills (written and oral).
• Able to type 40 WPM and operate a 10-key calculator.

Responsibilities

• Resolve inbound calls and make outbound calls regarding collateral protection insurance coverage questions and status across loans.
• Escalate complex questions or complaints to appropriate resources to ensure satisfaction and product integrity.
• Perform time-sensitive account maintenance before and after processing cycles.
• Enter updates to insurance data from Document Management System or FAX into the computer system accurately.
• Prepare and mail insurance policies, proof of insurance requests, and paid certificates.

Skills

Data entry

Call center

Typing speed 40 WPM

Telephone etiquette

Interpersonal skills

Organizational skills

Education

High School Diploma or equivalent

Tools

Document Management System

FAX

Job description

SWBC is seeking a talented individual to provide customer service support for loan portfolios to financial institutions, insurance agents and borrowers/members by assessing and updating collateral protection insurance coverage and identifying uninsured loans.

Why you'll love this role:

This role is an excellent opportunity to utilize your customer service skills and make a positive impact with insurance companies for SWBC. You will be able to interact with multiple carriers to assist with updating renewal information on mortgage and auto loans. Your representation will directly contribute toward SWBC's Mission to provide excellent customer service.

Essential duties include the following:

• Resolves inbound and makes outbound service calls regarding routine collateral protection insurance coverage questions, inquiries and/or problems on the status of insurance on loans made by borrowers/members, financial institutions and insurance agents by researching, verifying, updating loan insurance information and documenting the affected account’s history file.

• Refers complex questions, problems or client complaints promptly and accurately to the appropriate resources to ensure customer satisfaction and product integrity.

• Assists in performing time-sensitive account maintenance before and after account processing cycles.

• Enters updates to pertinent insurance data from Document Management System or FAX into the computer system in a timely manner ensuring accuracy, completeness, and adherence to department procedures.

• Prepares, packages, and mails insurance policies, proof of insurance requests, and paid certificates to borrowers/members and financial institutions.

Serious candidates will possess the minimum qualifications:

• High School Diploma or equivalency required.

• Minimum of zero to six (0-6) months of data entry, in-bound, out-bound or other related call center, telemarketing or related experience. Insurance or banking experience preferred.

• Excellent interpersonal, organizational and telephone etiquette skills.

• Strong workflow and communication skills (both written and oral).

• Able to operate a computer and basic office equipment.

• Able to type 40 WPM accurately and operate a 10-key calculator by touch.

SWBC offers*:

• Employee engagement activities and recognition awards

• Years of Service awards

• Career enhancement and growth opportunities

• Leadership Academy and Mentor Program

• Continuing education and career certifications

• Variety of healthcare coverage options

• Traditional and Roth 401(k) retirement plans

• Lucrative Wellness Program

*Based upon employee eligibility

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

We like the way you work it · no gig iddy · Gotta bag it up · no gig iddy ·

We like the way you work it · no gig iddy · Gotta bag it up · no gig iddy ·