Join a dynamic team where growth and development are at the heart of our culture. At our company, we embody values of integrity, respect, flexibility, self-evaluation, knowledge, and compassion every day. Apply now to become an integral part of our team!
About Us
At our company, we don't just value job performance; we prioritize integrity, respect, flexibility, self-evaluation, knowledge, and compassion. These values form the foundation of our culture.
What You'll Do
Review and process auto-created accounts with precision.
Proactively communicate with customers to collect necessary items for policy funding.
Verify relationships between agents, general agents, and insurance companies.
Implement necessary account changes as required.
Build and maintain strong business relationships through exceptional service.
Enter approved premium finance agreements into PBS.
Ensure timely funding of policies by reviewing disbursement holding reports daily.
Provide management with updated statuses of premium finance agreements and unfunded policies.
What You Need To Know Before Applying
Schedule: Initially Monday - Friday, 6:30AM - 3PM PST for training, transitioning to 8:30AM - 5PM PST.
Employment: This is a full-time remote position for employees.
Compensation: $20 - $22 per hour.
Location: Candidates must reside within the US and be comfortable working Pacific hours.
Equipment such as two monitors, webcam, and headset are preferred but can be provided if needed.
What We're Looking For In a Candidate
Education: A college degree is preferred.
Experience/Knowledge: 0-1 years of experience in premium finance or property and casualty insurance is beneficial.
Proficiency with Microsoft Office Suite and remote work experience. Basic troubleshooting skills are required.
Skills And Abilities
Integrity and objectivity with a strong service-oriented mindset.
Excellent organizational skills and attention to detail.
Ability to prioritize tasks and work independently or as part of a team.
Persuasive communication skills with professionalism, respect, emotional intelligence, and compassion.
Characteristics
Customer Focus: Passionate about delivering exceptional service.
Collaboration: Ability to work effectively with others.
Conscientiousness: Strong work ethic and personal productivity.
Communication Skills: Excellent verbal and written communication abilities.
Problem Solving: Creative thinker with the ability to find solutions.
Tech Savvy: Willingness to adapt and learn new technologies.
Employment Type: Full-Time
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Human Resources Services
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