Insurance

• Determine compliance of insurance policies on real estate loans
• Interact with borrowers and clients to obtain evidence of compliant insurance
• Correspond with borrowers, insurance agents, and insurance companies to resolve issues
• Escalate non-compliant coverages to management for resolution
• Support additional analytical responsibilities related to insurance coverage

Insurance Associate

• Serve as a primary point of contact for clients, managing inbound and outbound communications
• Efficiently resolve inquiries to ensure a seamless and positive customer experience
• Connect with customers via phone/email/chat/social media to address their questions and/or concerns
• Calmly attempt to resolve and de-escalate any issues
• Track all call related information for auditing and reporting purposes

Seasonal Licensed Insurance Representative

• Responsible for working with site Supervisors to execute daily plans to drive improved sales performance
• Actively engaged with Agents/Representatives providing coaching guidance real time
• Facilitate coaching calibrations in one-on-one and group settings
• Collaborate with Supervisors to instill the Everise culture in a motivated team
• Partner closely with site Supervisors and Operations Manager to prioritize coaching efforts
• Support training initiatives and strategy

Licensed Specialist – Health Insurance

• Drive execution of Agent Experience as outlined in the AE SOP
• Support site/agent/team contests driven by vendor and CLIENT
• Manage signage and CLIENT brand material
• Create visuals to drive performance
• Respond to UES/NPS survey results
• Manage and leverage CLIENT swag
• Drive new hire engagement by posting variety of items of interest to training class

Consumer Engagement Specialist – Health Insurance

• Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Build and maintain a network of client members through referrals, networking events, and community engagement.
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Meet or exceed business development goals.

Insurance Agent, Trained

• Perform insightful quantitative analysis on potential policy exposure for long-tail or complex commercial casualty insurance claims.
• Build and model loss allocation scenarios for mass torts, including Asbestos, Hazardous Waste, Sexual Abuse & Molestation, PFAS, Concussive Injuries, Pharmaceuticals, Toxic Torts, etc..
• Create customized solutions dependent on customer needs, combining insurance, data, and jurisdictionally driven legal opinions to accurately model pertinent scenarios.
• Collect and organize data from various sources, ensuring data accuracy and completeness.
• Perform data cleaning and transformation as needed for modeling purposes.
• Provide ad-hoc reporting and data reconciliation services.
• Assist in short-term project management, including assignment of tasks, record-level tracking of progress and real-time status reporting.
• Clearly communicate results of various analyses to all stakeholders including coworkers, managers, partners, counsel, clients and opposing consultants.

Senior Insurance Allocation Analyst

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Generate leads through networking, referrals, and company-provided resources
• Educate clients on available policies and coverage options
• Follow up with prospects to close sales and maintain customer satisfaction
• Stay informed about industry trends and product offerings
• Work independently while collaborating with a supportive team

Mortgage Protection – Life Insurance Agent

• Conducts all servicing and insurance related transactions with a high level of accuracy
• Reviews Insurance policies to confirm compliant coverage is in place based on investor’s insurance requirements
• Performs revision of insurance certificates, policies, statement of values and invoices to determine compliance with Investor guidelines
• Works with insurance agents/brokers and borrowers to rectify non-compliant coverage issues
• Disburses escrow funds for timely payment of insurance premiums
• Performs annual insurance escrow analysis
• Monitors insurance premium funds for shortages and contact borrowers as appropriate
• Boards new loans into the servicing system
• Researches and resolves insurance related borrower inquiries
• Identifies and communicates insurance related issues and trends
• Researches insurance exception items within specified time frames

Real Estate Property Insurance Analyst

• Commission-Only with uncapped earning potential
• Average new agents earn $800–$1,200 per policy
• Part-Time: $50K+ your first year
• Full-Time: $80K–$300K+ your first year
• Agency Owners: $200K–$500K+ annually in system-driven income

Life Insurance Sales Agent – Training Provided

Licensed Life and Health Insurance Agent

• Entrepreneurial business opportunity with a 100% commission structure
• Provide sales management system & training
• No cold calling/prospecting involved
• Access to a state-of-the-art CRM and automation
• Work-life balance

Insurance Sales Associate

• Determines compliance of insurance policies on more complex real estate loans against requirements in related loan documents, servicing contracts, government-sponsored enterprise (GSE) guides, internal policies and procedures, and applicable regulations.
• Works with borrowers and clients to obtain evidence of compliant insurance, protecting PNC, investors, and clients.
• Corresponds with borrowers, insurance agents, and insurance companies to resolve any insurance issues or discrepancies.
• Resolves escalated matters, in partnership with management or more senior analysts as necessary, with respect to non-compliant coverage, discrepancies, and/ or customer service issues.
• Communicates effectively with internal and external parties, which may also include vendors, outside counsel, agencies, master/special servicers, and investors.
• Assists in the preparation and case write-ups of insurance waivers as appropriate.
• Processes insurance premium disbursements, claims, and prepares as necessary for lender placement of insurance deficiencies.

Senior Insurance Associate

• applies advanced specialty product knowledge to the day-to-day servicing of a portfolio of commercial real estate loans
• supports the day-to-day servicing of a portfolio of commercial real estate loans, ensuring compliance with loan document
• resolves non-compliant issues through written and verbal communication with both internal and external parties
• may review and process loan payments, escrows and reserve account disbursements
• may assist in the preparation of periodic reporting including investor, internal and regulatory reports
• must maintain accurate and up-to-date loan servicing records in the servicing system

Loan Support Consultant – Insurance Servicing

• Transforming data into decision‑ready insights to drive business performance
• Performing complex analyses to inform data‑driven decisions
• Identifying trends, evaluating performance, and developing recommendations
• Collaborating with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology

Insurance jobs in Alabama

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