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Insurance Servicing Representative I - REMOTE Full-time Job

Jun 27th, 2022 at 07:17   Banking   Toronto   13 views Reference: 40
Job Details


Provide accurate and efficient service to lenders within area of responsibility by researching loan level requests, processing various loan-related task queues and modifying policy information as required to meet productivity and quality requirements.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Job Description

  • Modify policies at loan level by following established guidelines and utilizing internal tracking system to update information as required and contribute to routine documentation processing workflows
  • Resolve information gaps by contacting carriers and agencies as required to gather policy information and other missing data and update systems and records as appropriate
  • Communicate with lenders by answering inbound service calls and researching within loan database to extract required information and provide comprehensive, timely responses to inquiries and requests
  • Meet auditing requirements by accurately entering data and maintaining data integrity in loan tracking applications to minimize risk and uphold internal standards
  • Complete high volume of data entry by quickly and accurately processing loan-related task queues to meet productivity and quality requirements
  • Manage individual performance by setting work-related goals, tracking personal achievements and communicating with management to report on success and identify improvement strategies
  • Build insurance servicing skills and knowledge by soliciting performance feedback, participating in cross-training and learning additional processes and procedures to support multiple workflows and contribute to effectiveness of team operations
  • Contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value “can do” people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun
  • Support National General Insurance values in personal work behaviors, decision-making, contributions and interpersonal interactions; manage own career development by soliciting feedback and valuing other perspectives


  • High school diploma or general education degree (GED)
  • 1+ years of relevant experience
  • Experience following established procedures to complete processing tasks; experience working in the banking or insurance industry
  • Terminology, function and fundamental capabilities of common computer, software, information and communication technology devices, components, and concepts
  • Basic knowledge of data entry processes and procedures
  • Policies, practices, trends, technology and information affecting the business and organization
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Analyze data on a problem-to-problem solution
  • Quickly and accurately perform data entry
  • Follow established guidelines to focus on details and complete tasks attentively and thoroughly
  • Manage one’s own time to perform job functions quickly and efficiently
  • Ability to adapt to new situations and learn quickly
  • Represent the organization to customers and other external sources by phone or e-mail
  • Build constructive and cooperative working relationships
  • Motivational, inspirational and enthusiastic approach to team involvement and engagement
  • Must possess effective verbal and written communication skills
  • Manage confidential information with sensitivity and maturity
  • Escalate issues when necessary
  • Utilize established procedures to guide decision-making
  • High attention to detail
  • Provide personalized and quality service to meet the expectations of internal and external customers
  • Demonstrated interest in personal learning and enhancing knowledge
  • Works independently with little supervision

Job Type


Iglobal Requirement

Application Fee: $12
Processing Fee: $19

Company Description
From our humble beginning as a small consulting firm, Iglobal has grown along with many of our clients over the years. We believe in building partnerships that mature into lasting relationships, and our focus has always been on supporting our partners in managing their businesses. By listening to the needs of our clients, we have evolved and expanded to meet their changing business requirements and assisting them in achieving continued success.