Customer Service Representative

GENERAL DESCRIPTION (Summary, Scope, Purpose)

Under limited supervision, the Customer Service Representative is responsible for providing superior customer service to customers and insurance agents. This position will be responsible for answering incoming calls and making outbound calls to assist customers and agents with obtaining appropriate insurance documentation. The ideal candidate will educate the caller as to what documentation is needed to satisfy the customer’s loan agreement.

Additionally, the Customer Service Representative will accurately complete loan transactions, as necessary. Representatives will maintain customer privacy and confidentiality in accordance with policies and procedures during inbound and outbound phone calls with customers and insurance agents. Provide quality customer service and assistance to customers with a timely resolution, and educate callers as to why documents are required for their loan.

Successful candidates can work in ӯ a fast‑paced environment while maintaining a high attention to detail to achieve individual and team production and quality results.

HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan‑level collateral for financial institutions. Whether you’re dealing with real estate owned, residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking, blanket, and impairment programs are designed to address lending risk comprehensively.

Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.

Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make خش the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.

We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

• Field inbound and outbound calls to customers and insurance agents while providing superior customer service across all escrow and non‑escrow insurance products.
• Key in and validate data received in order to update loan records.
• Match insurance documents to loan records in the Miniter Ecommerce System.
• Train to additional supplemental processes based on business need.
• Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily production goals.
• Actively participate in all training sessions, team meetings, department meetings and One‑on‑one meetings.
• Participate and/or collaborate in assignments and special projects.
• Attend industry related continuing education training and courses.
• Other responsibilities as directed.

The essential duties contained in this job description reflect general detailsايي necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all‑inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

• Required- 10 key typing:
  Minimum 32 WPM
• Required
  - Reading Comprehension:
  Understanding company manuals step‑by‑step
• Required- a working knowledge of Windows computer environment & Office software
• Required
  - Organizational skills required
• Skills testing may be required
• Demonstrates sound judgment…