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negotiating settlements
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Verifying insurance coverage
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Reviewing insurance cases
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Ensure that organizations are compliant with business and regulatory policies in the processing and management of loan settlements.
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Consults with clients and prospective clients to assess insurance needs.
- Providing introductory information to new customers
- Escalating queries and concerns
- Working with a team of CSRs and other departments to find appropriate solutions
- Ensuring that customers are satisfied with products or services
- Handling basic office tasks, such as filing, delivering mail, answering emails and phone calls, and data entry.
- Coordinating schedules and managing calendars for multiple parties to ensure that activities are properly arranged with no conflicts.
- Making travel arrangements and preparing documents, presentation materials, and facilities for meetings.
- Entering and updating company, employee, and client records.
- Providing basic bookkeeping services.
