Contract and Policy Specialist

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Title:                            Contract and Policy Services Specialist

Status:                         Non-Exempt

Department:               Underwriting/Support

Reports to:                  Contract and Policy Services Senior Manager

Who are we?  What do we do?  Company Overview:

Proctor Loan Protector provides comprehensive insurance products and service solutions for financial institutions. While weaving compliance throughout all our applications and technologies, Proctor Loan Protector operates as an extension of our clients, where partnership meets innovation.

What’s the culture like at Proctor Loan Protector?

At Proctor Loan Protector, we are committed to fostering a workplace that values diversity and personal growth.  As we continue to grow and expand, this allows us to offer career paths and opportunities.  We are dedicated to ensuring that all our teammates feel valued and work in a fun and rewarding work environment

What can I expect from working at Proctor Loan Protector?

• Fun work environment with a variety of work

• Being part of a team

• Career growth

• Ability to highlight your skills

• Feel valued

• Great benefits, pay and culture

Tell me more about this role, what would I be doing?

POSITION SUMMARY:

Issue, maintain and renew Mortgage Guard policies (fire, liability and flood) and all applicable forms within the guidelines of state regulations and carrier requirements.  Update all policy information in ESS, PMSys and SentryFile, in accordance with the innerworkings of the policy information as it directly relates to the client/department/billing/tax data.

MINIMUM REQUIREMENTS:

High school diploma, college work preferred.  Previous customer service experience.  Personal Computer proficiency including Windows, Word and Excel.

SKILLS AND ABILITIES:

Promptness and Follow Through – Ability to turn around customer transactions and phone calls in a timely manner.  Workload is kept current. 

Written Communication – Clear and concise presentation of ideas.

Oral Communication – Presentation of thoughts and ideas. 

Decision Making – Ability to make decisions

Teamwork – Working relationship with peers, subordinates supervisors, and members of other departments.  Provides assistance to others.  Contributes toward organizational goals.

Motivation and Attitude – Desires to excel on the job.  Continually strives to exceed standards.  Demonstrates initiative and positive personal attitude.  Willingness to take on added responsibilities.

Professionalism – Appropriate personal appearance, conduct and courtesy.  Continue to increase personal and professional skills.
 

ESSENTIAL ACCOUNTABILITIES:

Policy Issuance

Verify policy information from ESS to PMSys, including rates, commissions, taxes and endorsements.  Work within PMSys to create policies and associated correspondence, affidavits, and distribute as necessary.

Policy maintenance (renewals, non-renewals, changes)

Enter renewal/non-renewal/change information into system.  Verify coverages, endorsements, rates and commission structures.  Follow policy issuance process.

Affidavits & Countersignatures

Issue surplus lines affidavits to agents/insureds for signature.  Pend, track, retrieve and forward to appropriate affidavit filer within applicable state mandated timeframe.  Forward policies requiring countersignature to agent/filer for signature.  Pend, track, retrieve and forward to insured/carrier.

Documentation

Document all information pertinent to a policy in the AS/400 notepad system (policy specific), and in the correspondence file stored with the policy in SentryFile.

Support

Miscellaneous related projects/duties assigned by department manager.

Quality Control

Perform Quality Control reviews. Participate in audits. 

PHYSICAL REQUIREMENTS:

• Hand finger dexterity

• Talking

• Hearing

• Repetitive motion

• Sedentary work

• Sight

• Worker not substantially exposed to adverse environmental conditions

Pay Ranges:

Any posted pay range considers a wide range of compensation factors, including skills, experience, work location and more.  We offer competitive pay while still allowing for compensation growth within the position and company.

EEO Statement:
Proctor Loan Protector is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.