Finance & Insurance Manager offers finance or insurance options to clients through established relationships with lenders/providers. Explains offerings and recommends products to meet the needs of the client. Being a Finance & Insurance Manager negotiates contract terms and rates to meet the goals of the organization. Ensures applications and paperwork are completed correctly and in a timely manner. Additionally, Finance & Insurance Manager may Require a bachelor's degree. Typically reports to a head of a unit/department. The Finance & Insurance Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Finance & Insurance Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Description
The Insurance Specialist will act as a liaison, provide service information, and resolve any emerging problems our customers might face with insurance-related transactions with accuracy and efficiency. Responsibilities will include maintaining customers
insurance requirements are kept current, managing relationships with third-party insurance providers, preparing tracking reports on Insurance deficiencies, evaluating loss claims and supporting documentation, handle incoming calls, identify and assess customer’s needs to achieve satisfaction, build sustainable relationships and trust with customer through open and interactive communication, document customer interactions regarding insurance compliance.
Reports To: Manager, Insurance
FLSA Status: Non-Exempt
Key Responsibilities
Contract Maintenance
Customer Service
Answers incoming requests from Customers internal or external in a Fast, Friendly, and Flexible
manner.
Requirements
Required Education and Experience
Competencies
Supervisory Responsibility
This position has no direct supervisory responsibilities.
Work Environment
This job operates in a professional office setting. This role routinely uses standard office equipment such
as computers, phones, and copy machine with scanner, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to
successfully perform the essential functions of this job. The employee is required to talk or hear; may be
necessary to stand, walk, handle, or reach with hands or arms. This is largely a sedentary role; however,
some filing is required, calling for the ability to lift files, open filing cabinets and bend or stand on a stool
as necessary. The team member frequently is required to walk. The team member is occasionally
required to pack and move files or boxes as well as lift and/or move up to 25 pounds. Specific vision
abilities required by this job include close vision, distance vision, peripheral vision and the ability to adjust
focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the
essential functions.
Position Type and Expected Hours of Work
This position may have access to confidential information. Background check is required for this position.
This is a full-time position. Days and hours of Amur Equipment Finance are Monday through Friday, 8:00
a.m. to 5:30 p.m. Flexibility to occasionally stay late to meet business needs.
Travel
No travel is expected of this position.
Other Duties
Please note 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.