This role is a 6-month contract opportunity

A Processing Specialist will be responsible for handling insurance documents for financial institution clients, updating databases, identifying policy types, making premium payments from escrow accounts, and ensuring continuous coverage. The role involves communicating with insurance agents, maintaining accuracy, meeting deadlines, and delivering excellent customer service

Responsibilities

Process documents in an accurate and timely manner to ensure proper insurance coverage for homeowners and client satisfaction goals.
Identify policy type and determine appropriate action needed. For example, Townhome, Flood, Wind, etc.
Make appropriate updates to client database in order to meet regulatory obligations.
Make timely premium payments from established escrow accounts to ensure continuous coverage.
Manage time to handle multiple demands and competing priorities. Meet deadlines and quality standards.
Communicate and coordinate with insurance agents and/or insurance carriers to verify information, update status, and meet deadlines/requirements.
Be professional in all communications, act in a manner consistent with client’ values and honor client’ commitments.
Demonstrate empathy regarding your work and the impact it has on the Client and homeowner.
Address any questions, concerns, or suggestions in a timely and appropriate manner.
Build and maintain effective internal working relationships and support teamwork in meeting company goals.
Understand how the Processing Specialist role fits into the larger organizational context and ensure the smooth hand off of work (incoming and outgoing).
Communicate status updates and appropriately escalate issues and opportunities to meet the needs of clients and homeowners.

Skills

Proficient in Excel.
Data Entry.
Customer service experience.
Insurance/Mortgage/Banking experience.

Education/Experience

High School Diploma or equivalent (required).
Previous experience in customer service or a related field is an asset.
Basic computer literacy and typing skills

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