What are the responsibilities and job description for the Finance Specialist position at Universal Property & Casualty Insurance?
Responsible for supporting program and entity relationships such that our customers value our premium finance services and we achieve profitable financial returns. Must provide excellent customer service to agents and policyholders in a timely, accurate and professional manner. Also responsible for answering incoming calls, processing incoming correspondence, policy maintenance, acknowledgements, customer service requests and any other finance contract related requirements
Duties and Responsibilities:
- Take customer service calls
- Ability to effectively navigate premium finance processing system
- Handle payments for insurance premiums
- Prepare and submit documents, data and records according to department procedures and government regulations
- Note status of processing for policies that have applications
- Go through received Cancel/Reinstatement Notices
- Apply Assignment Notices to policies
- Enter contact information on policies
- Maintain loan files
- Coordinate with other UPCIC departments
- Rely on training as well as guidance from supervisor to plan and accomplish goals other duties as assigned
Requirements:
- 6 months administrative and insurance experience
- Ability to manage high volume of incoming phone calls
- Ability to speak professionally, use proper grammar and possess good writing skills
- Energetic, customer service oriented
- Above average proficiency in Windows applications (Word, Excel, Outlook)
- Excellent organizational skills
Benefit Highlights
- Industry leading medical, dental and vision insurance plan
- 401(K) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately)
- Generous PTO policy
- Eligible for performance based bonuses
Salary : $17
