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Customer Service Representative - On - site

Assist customers in resolving insurance coverage issues for auto and mortgage loans
San Antonio, Texas, United States
Entry Level
2 weeks ago
SWBC

SWBC

A diversified financial services company offering insurance, mortgage, and investment services to individuals, businesses, and financial institutions.

Customer Service Support For Loan Portfolios

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 (for both auto and mortgage loans) coverage and identifying uninsured loans.

Why you'll love this role: You will enjoy Monday - Friday work hours in a role that is not only a great opportunity to learn a process that benefits yourself and/or others, but you are able to assist customers with their needs, making a positive impact on their experience with SWBC.

Essential duties include the following:

  • Resolves inbound 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, making outbound calls and documenting the affected account's history file.
  • Responsible for meeting or exceeding quality expectations to ensure customer satisfaction.
  • Adheres to schedule, ensuring promptly logged into the system and available for calls.
  • Responsible for handling the calls effectively and efficiently, multi-tasking to meet the average handle time expectations of the calls.
  • Handles most complex calls with minimal assistance (lapses, waives, breaks in coverage, and the like). Provides assistance in and/or refers high-level, complex questions, problems or client complaints to appropriate resources to ensure customer satisfaction.
  • Updates the system with pertinent insurance data, adhering to department procedures.
  • Performs other duties/campaigns assigned by management.

Serious candidates will possess the minimum qualifications:

  • Some college course work in Business, Management, Communications, Marketing, related field or equivalent experience.
  • Minimum one to two (1-2) years of in-bound, out-bound or other related call center, telemarketing or related experience in insurance or banking environment, preferred.
  • Strong workflow and written and verbal communication skills.
  • Able to remain professional and courteous in all interactions with SWBC clients and staff.
  • Able to effectively multi-task.
  • Able to operate a computer and basic office equipment.
  • Able to type 40 WPM accurately.
  • Able to operate a 10-key calculator by touch.

SWBC offers*:

  • 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

*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.

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Customer Service Representative - On - site
San Antonio, Texas, United States
Customer Success
About SWBC
A diversified financial services company offering insurance, mortgage, and investment services to individuals, businesses, and financial institutions.