Insurance Processing Supervisor

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

Job Title: Insurance Processing Supervisor I

FLSA Status: Non-Exempt

Department: Lender Solutions

Reports to: Manager – Lender Solutions

Location: Proctor – 166

Summary

This position encompasses understanding all processes involving Insurance Tracking. The Insurance Processing Supervisor I must have strong verbal and written communication skills to respond to questions and requests from clients and staff, quickly and accurately. This position will be responsible for managing workflow and delegating work, reporting production standards, and mentoring staff and team leads.

Essential Duties and Functions: include the following. Other duties may be assigned.

• A thorough knowledge of the processes, regulatory requirements, and client specifications
• Work with the Department Manager to assure that Quality Control Standards and Production Standards are in place for the department.
• Coach, counsel and develop staff on a fair and consistent basis
• Provide suggestions should be made to improve workflow, and processes
• Provide expertise to handle escalations
• Perform reporting and identifying root cause of issues
• Explore opportunities to add value to the job and communicate to staff
• Proven knowledge of all processes within the department
• Multi-task between various software programs, make outbound calls, and handle escalated problems
  
  

Competencies

• Customer Service Skills
• Ability to analyze situations and determine the root cause of the problem.
• Problem identification and solving skills
• Conflict Resolution skills
• Ability to make decisions, delegate work to personnel as necessary, problem analysis, and promptness to ensure the client needs are met on a timely basis
• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
  
  

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required

• A minimum of 3 years mortgage banking / insurance experience
• Proficient with MS Office
• A minimum of 3 years of insurance-tracking experience
• Attendance/Quality/Production must meet or exceed PFI standards
• Strong analytical skills
• Past Coaching / Leading experience required
• Strong Customer Service
• Exceptional communication skills
• Ability to maintain a high level of confidentiality
  
  

Preferred

• Associate’s or Bachelors’ degree in a business or financial-related discipline
  
  

Physical Requirements Necessary On a Regular Basis

• Repetitive motion. Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.
• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
• Vision sufficient for use of a computer monitor.
• Sedentary work. Ability to sit at a desk 7-8 hours per day.
• Worker not substantially exposed to adverse environmental conditions
  
  

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

EEO Statement

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Proctor Loan Protector provides equal employment opportunities (EEO) to all employees and applicants including Veterans and those with disabilities.

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”.