Description

The Insurance Specialist will act as a liaison, provide service information, and resolve any emerging problems our customers might face with insurance-related transactions with accuracy and efficiency. Responsibilities will include maintaining customers

insurance requirements are kept current, managing relationships with third-party insurance providers, preparing tracking reports on Insurance deficiencies, evaluating loss claims and supporting documentation, handle incoming calls, identify and assess customer’s needs to achieve satisfaction, build sustainable relationships and trust with customer through open and interactive communication, document customer interactions regarding insurance compliance.

Reports To: Manager, Insurance

FLSA Status: Non-Exempt

Key Responsibilities

• Prepare documentation to complete requirements for insurance claim processing.
• Run weekly Lender Placed Insurance reports submitted on a weekly basis.
• Clear sydication and audit exceptions.
• Facilitates between customer and insurance company during processing of a claim.
• Communicate with customer and agent for timely and efficient processing of open claims.
• Assist with offering insurance products as necessary.
• Assist with internal staff in review of insurance coverage requirements.

Contract Maintenance

• Maintains customer records by uploading contract insurance renewals, reinstatements and cancellations.
• Keeps records of customer interactions by logging all customer touches in LP/Salesforce.
• Process supplemental Lender Placed Insurance file on deficient contracts.
• Maintain consistent follow up on outstanding insurance issues.

Customer Service

Answers incoming requests from Customers internal or external in a Fast, Friendly, and Flexible

manner.

• Identifies and assess customer’s needs to achieve satisfaction.
• Provides accurate, valid and complete information by using the right methods/tools.
• Effectively manages large amounts of customer requests.
• Works with Title/Insurance Supervisor/Manager to ensure customer-centric service is being delivered in a superior manner.
• Assists with special projects assigned by Title/Insurance Management.

Requirements

Required Education and Experience

• High School Diploma or GED
• 2 years vehicle title experience preferred but not required
• Excellent organizational and problem-solving skills with the ability to effectively prioritize multiple
• tasks in a deadline-driven environment
• Exceptional PC skills, including proficiency in MS Office suite as well as customer applications and
• systems
• Must be self-motivated with strong initiative, accountability, and attention to detail
• Ability to communicate effectively with all levels of the organization
• Capable of supporting our Mission Statement, Vision and Core Values

Competencies

• Effective Communication
• Ethical Conduct
• Organizational Skills
• Technical Capacity
• Time Management
• Thoroughness
• Accuracy

Supervisory Responsibility

This position has no direct supervisory responsibilities.

Work Environment

This job operates in a professional office setting. This role routinely uses standard office equipment such

as computers, phones, and copy machine with scanner, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to

successfully perform the essential functions of this job. The employee is required to talk or hear; may be

necessary to stand, walk, handle, or reach with hands or arms. This is largely a sedentary role; however,

some filing is required, calling for the ability to lift files, open filing cabinets and bend or stand on a stool

as necessary. The team member frequently is required to walk. The team member is occasionally

required to pack and move files or boxes as well as lift and/or move up to 25 pounds. Specific vision

abilities required by this job include close vision, distance vision, peripheral vision and the ability to adjust

focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the

essential functions.

Position Type and Expected Hours of Work

This position may have access to confidential information. Background check is required for this position.

This is a full-time position. Days and hours of Amur Equipment Finance are Monday through Friday, 8:00

a.m. to 5:30 p.m. Flexibility to occasionally stay late to meet business needs.

Travel

No travel is expected of this position.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities,

duties or responsibilities that are required of the employee for this job. Duties, responsibilities and

activities may change at any time with or without notice.