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Customer Service Representative, Loss Drafts
SWBCCustomer Service Representative resolving inquiries regarding loss drafts at SWBC. Engaging with borrowers, contractors, and insurance companies in a fast-paced environment.
About the role
Key responsibilities & impact- Resolves inbound service calls regarding routine questions, inquiries, and/or problems associated with processing of loss drafts made by borrowers, contractors, and insurance companies and third parties in a timely and courteous manner by researching and verifying information and distribution status
- Tags (record) the call
- Inputs information regarding conversation accurately into the Loss Draft Tracking system as required to document call activity
- Sets-up processing tasks such as property inspections, disbursement requests, and other activities pertinent to the loss draft process
- Applies de-escalation skills when callers are upset and appropriately refers unresolved calls to the appropriate team members to ensure customer satisfaction
- Performs other duties as required
Requirements
What you’ll need- High School diploma or GED equivalency required
- Minimum of three (3) years of high-level data entry, in-bound, out-bound, or other related call center, telemarketing or related experience
- Mortgage insurance experience preferred
- Basic understanding of insurance claims processing
- Ability to quickly understand information and situations and provide appropriate response
- Strong ability to actively listen and communicate solutions
- Excellent phone etiquette and professionalism
- Strong verbal and written communication and customer relationship skills
- Demonstrated ability to follow instruction
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Working knowledge of Microsoft Suites such as Excel, and Word and data entry systems such as AS400
- Ability to perform in a fast-paced and high pressure phone queue environment
- Familiarity with most general office machines
- Willingness to attend an initial on-the-job training session
- Ability to work flexible schedules Monday – Friday and overtime, including Saturdays as required
- Able to follow directions and apply established procedures
- Able to sit for long periods of time while answering incoming calls, entering data, or performing other sedentary duties
- Able to lift, carry, push, or pull 10 – 20 lbs. of files, reports, or other documents/manuals
Benefits
Comp & perks- Competitive overall compensation package
- Work/Life balance
- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entryinsurance claims processingloss draft processingproperty inspectionsdisbursement requestsAS400Microsoft ExcelMicrosoft Word
Soft Skills
active listeningcommunicationcustomer relationship managementde-escalationprofessionalismfollowing instructionsadaptabilityproblem-solving
Certifications
High School diplomaGED equivalency