Remote Processing and Data Entry Specialist

Job description

Under direct supervision, this hybrid position will be responsible for timely and accurate data entry of processing insurance documentation that satisfy loan requirements. You will be trained on a variety of insurance documents for different lines of business and expected to process transactions as necessary across those lines. Duties can include providing superior customer service to customers and insurance agents while supporting the call center.

You will be responsible for answering incoming calls and making outbound calls to assist customers and agents with obtaining appropriate insurance documentation. The ideal candidate will educate the caller as to what documentation is needed to satisfy the customer’s loan agreement. Additionally, you will accurately complete loan transactions, as necessary.

Key Responsibilities
• Match insurance documents to loan records in the Miniter Ecommerce System.
• Analyze and process insurance documents to loan records ensuring the documents are appropriate and policy coverages are sufficient.
• Provide proficient and accurate data entry of insurance documentation in accordance with policies and procedures.
• Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily processing goals.
• Process transactions across multiple work queues daily.
• Actively participate in all training sessions, team meetings, department meetings and one‑on‑one meetings.
• Provide quality customer service and assistance to customers with a timely resolution.
• Educate customers as to why insurance documents are required for their loan.
• Process loan transactions with high quality and productivity during call wrap‑up.
• Other responsibilities as directed.