SWBCSW

Customer Service Representative

SWBC is a diversified financial services company founded in 1976, offering a variety of services to individuals, businesses, and financial institutions.

SWBC

Employee count: 1001-5000

United States only

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.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

About the job

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Posted on

Job type

Full Time

Experience level

Entry-level

Location requirements

Hiring timezones

United States +/- 0 hours

About SWBC

Learn more about SWBC and their company culture.

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SWBC is a comprehensive financial services firm headquartered in San Antonio, Texas, established on April 1, 1976. The company operates under the guiding principles of exceptional customer service and a strong client-first approach. With a diverse array of services, SWBC caters to individuals, businesses, and financial institutions, delivering innovative solutions tailored to meet the distinct needs of each client.

Our offerings encompass personal and business insurance, including life and event insurance, mortgages, and wealth management services. This comprehensive suite of products allows us to address the complex financial challenges that affect both household and commercial interests across the nation. Additionally, we provide bespoke financial solutions through our various subsidiaries, ensuring that our clients receive the highest quality products and support necessary to succeed in their financial endeavors.

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SWBC

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SWBC hiring Customer Service Representative • Remote (Work from Home) | Himalayas