Field Underwriting Support
First Acceptance Services Inc
United States
3 months ago
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Role details
Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Experience level
Experienced
Experience required
2 years minimum
Working hours
Regular working hours
Languages
Spanish
Job source
Tech stack
Microsoft Word
Microsoft Excel
Microsoft Office
Job description
- Answers incoming calls, AMS cases, and emails from insurance agents; provides timely and correct product and service information
- Shares knowledge on underwriting practices and reinforces adherence to guidelines and/or procedures; brings about applicable resolutions to policy issues
- Possesses the ability to build rapport, solve problems, and collaborate with others to reach resolutions
- Maintains working knowledge of First Acceptance’s guidelines, billing structure, and underwriting practices
- Identifies necessary forms, attachments, and enclosures accordingly
- Supports other underwriting deliverables
- Other duties as assigned
Requirements
Do you have experience in Underwriting?, Do you have a High school diploma or GED?, * Requires a high school diploma or equivalent
- Minimum two years of strong customer service experience in underwriting support or a financial services field
- Ability to provide direction and training to internal staff
- Proven success working in a fast-paced, task-driven work environment
- Experience organizing incoming workload for the team and validating that work items are completed
- Knowledgeable of and experience executing underwriting processes and procedures
- Knowledgeable of and experience researching customer billing and payment history, and processing insurance applications and endorsements
- Ability to multitask, be adaptive to change, and remain flexible to shift between assignments
- Excellent communication skills to build rapport and deepen relationships with team members, customers, and agents
- Bilingual (fluent in Spanish) strongly preferred
- Ability to calculate figures and amounts such as discounts, proportions, and complex percentages
- Computer competence in Microsoft (Office, Excel, Word, etc.)
- Able to lift 0-10 pounds without assistance
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