Finance customer care

Our Perks :

• Generous PTO plans, sick pay and health benefits
• Work from home and hybrid model employment
• Confie Enablement Fund / Scholarship Program
• I-Care Recognition Program
• Corporate Social Responsibility Program
• Diversity, Equity and Inclusion Initiatives
• Confie Hub and Discount Programs (Gym Membership)

Purpose

To provide support to internal customers (Retail Sales) and external customers (policyholders) related to questions, corrections, or changes pertaining to Premium Finance loans;

to provide operational support related to servicing and maintaining Premium Finance loans.

Essential Duties & Responsibilities

• Handle phone calls from Premium Finance phone queue
• Apply loan payments in Premium Finance system as required
• Answer agent and / or customer questions related to Premium Finance loans
• Makes necessary corrections or changes to Premium Finance loans, to include clerical errors, change of address requests, due date changes, and fee waivers, as requested by customers and / or sales agents
• Activate new loans as required
• Process service requests from agents via ticketing system
• Provide a high level of customer service to internal and external customers
• Meet or exceed minimum production standards as assigned by supervision
• Complete assigned tasks with efficiency and accuracy

• High school diploma or equivalent required
• Associate’s degree preferred
• 1-3 years of experience in a call center environment
• 1-3 years of experience in insurance, banking, finance, or consumer loan industries

Preferred Skills

• Basic knowledge of Windows, Internet Explorer / Chrome, and Microsoft Office
• Minimum typing speed of 40 wpm
• Effective oral and written communications skills
• Ability to thrive in a high-paced setting, work under pressure, and meet required deadlines
• Strong time management and organizational skills
• Attention to detail

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.

Duties, responsibilities and activities may change at any time with or without notice.

CORBU

Last updated : 2024-05-17