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SWBCSW

Outbound 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

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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 coverage and identifying uninsured loans.

Why you'll love this role:

This role is an excellent opportunity to utilize your customer service skills and make a positive impact with insurance companies for SWBC. You will be able to interact with multiple carriers to assist with updating renewal information on mortgage and auto loans. Your representation will directly contribute toward SWBC's Mission to provide excellent customer service.

Essential duties include the following:

  • Resolves inbound and makes outbound service 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 and documenting the affected account’s history file.
  • Refers complex questions, problems or client complaints promptly and accurately to the appropriate resources to ensure customer satisfaction and product integrity.
  • Assists in performing time-sensitive account maintenance before and after account processing cycles.
  • Enters updates to pertinent insurance data from Document Management System or FAX into the computer system in a timely manner ensuring accuracy, completeness, and adherence to department procedures.
  • Prepares, packages, and mails insurance policies, proof of insurance requests, and paid certificates to borrowers/members and financial institutions.

Serious candidates will possess the minimum qualifications:

  • High School Diploma or equivalency required.
  • Minimum of zero to six (0-6) months of data entry, in-bound, out-bound or other related call center, telemarketing or related experience. Insurance or banking experience preferred.
  • Excellent interpersonal, organizational and telephone etiquette skills.
  • Strong workflow and communication skills (both written and oral).
  • Able to operate a computer and basic office equipment.
  • Able to type 40 WPM accurately and 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

Apply before

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 Outbound Representative • Remote (Work from Home) | Himalayas