Primary Purpose:
Support achievement of service level agreements within area of responsibility by following established procedures to review, verify and process incoming insurance-related documentation and update system of record as required.
Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Process insurance-related documentation queues by verifying extracted data, comparing against physical documentation for accuracy, researching exceptions, entering changes and updating system of record to ensure accuracy and completeness of database information
- Effective processing of multiple insurance-related documentation queues by analyzing complex data, resolving exceptions and updating clients' systems of records to ensure accuracy and completeness of database information
- Locate loans and match to excepted data by following established procedures to review captured documentation
- Conduct database searches for corresponding loans and update system of record
- Facilitate the achievement of service level agreements by entering data and processing assigned insurance-related documentation queues quickly and accurately to meet department quality and productivity standards
- Build insurance operations skills and knowledge by participating in cross-training and learning additional processes and procedures to support multiple workflows and contribute to effectiveness of team operations
- Manage individual performance by setting work-related goals, tracking personal achievements, soliciting feedback and communicating with management to report on success and identify improvement strategies
- Contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun
- Support National General values in personal work behaviors, decision-making, contributions and interpersonal interactions; manage own career development by soliciting feedback and valuing other perspectives
Minimum Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- High school diploma or general education degree (GED)
- 1+ years of relevant experience
- Experience following established procedures to complete data entry and processing tasks
- Experience in a high-volume processing environment; increasing levels of responsibility
- Basic knowledge of procedures and best practices for documentation processing
- Terminology, function and fundamental capabilities of common computer, software, information and communication technology devices, components, and concepts
- Working knowledge of Microsoft Outlook, Word and Excel
- Follow established guidelines to focus on details and complete tasks attentively and thoroughly
- Utilize equipment and machinery responsibly and as directed by management to complete work-related tasks
- Adapt and be flexible in a fast-paced and changing environment
- Quickly and accurately perform data entry; keep logs, records, and files up-to-date and readily accessible
- Utilize effective research and investigative techniques
- Must possess effective verbal and written communication skills
- Seek opportunities to learn and grow; build and enhance knowledge of internal processes, systems and technology
- Adhere to assigned schedule and demonstrate punctuality and consistent attendance
- Positive, pleasant and supportive disposition towards co-workers and colleagues
- Escalate issues when necessary
- Utilize established procedures to guide decision-making
- Maintain a professional, polished and poised demeanor
- Proficient in Microsoft Office (Word, Excel, Outlook and Power Point)
Desired Skills:
- 2+ years experience in the insurance services industry
- Works independently with little supervision
- Knowledge of insurance procedures and workflow required
- 3+ years video display terminal or related experience
Integon, a Great Place to Work, provides innovative technology and customer support services to major personal lines insurance providers, including Fortune 100 companies rated A+ (Superior), by A.M. Best, for financial strength.