Administration

• Post CPI premium and refunds
• Calculate payment increases
• Assist with claims
• Provide customer service to walk-in borrowers as well as incoming borrower calls
• Make call outs to insurance agents and regional offices to verify insurance coverage
• Open, sort and send insurance mail to the designated scan center
• Process defined reports
• Facilitate meetings as requested
• Train others in specialized skills or specific procedures
• Recognize and communicate possible problems to supervisor or manager and field support
• Complete special projects as assigned
• Protect the integrity and confidentiality of the lender’s information
• Review insurance policies for compliance with Bank/Credit Union requirements
• Manage Allied products such as managed products such as GAP and MBP as needed
• Perform other duties as assigned

Client Based Administrator

Senior Tier III Administrator

Mid-Level Tier III Administrator

Senior Workplace Administrator

Senior Exchange and Microsoft 365 Administrator