Remote Banking Data Entry Jobs in Needham, MA (NOW HIRING)

Summary:
Under direct supervision, this Hybrid Insurance Tracking Representative position will be responsible for timely and accurate data entry of processing insurance documentation that satisfy loan requirements. You will be trained on a variety of insurance documents for different lines of business and expected to process transactions as necessary across those lines. Duties can include providing superior customer service to customers and insurance agents while supporting the call center. You 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, you will accurately complete loan transactions, as necessary.
About HUB:
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.
Why Choose HUB?
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 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.
ESSENTIAL DUTIES AND RESPONSIBILITIES

• Match insurance documents to loan records in the Miniter Ecommerce System.

• Analyze and process insurance documents to loan records ensuring the documents are appropriate and policy coverages are sufficient.

• Provide proficient and accurate data entry of insurance documentation in accordance with policies and procedures.

• Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily processing goals.

• Process transactions across multiple work queues daily

• Actively participate in all training sessions, team meetings, department meetings and One-on-one meetings.

• Provide quality customer service and assistance to customers with a timely resolution.

• Educate customers as to why insurance documents are required for their loan.

• Process loan transactions with high quality and productivity during call wrap-up.

• Attends industry related continuing education training and courses.

• Other responsibilities as directed.

The essential duties contained in this job description reflect general details as 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.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES:

• High attention to detail is required

• Skills testing may be required

• At least one-year Call Center experience

• Experience working with community bank bond / D&O / property and casualty insurance programs is preferred

• Above-average telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members

• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)

• Ability and willingness to utilize company's computer system and software

• Ability to understand policy forms and coverage descriptions

• Organizational skills required

LICENSING OR CERTIFICATION REQUIREMENTS

• None required

BENEFITS

• HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL)

• FSA available

• Dental plans through BCBSIL

• Vision insurance through VSP

• Employer paid Short Term Disability

• 5 Weeks of Paid Parental Leave

• Employer paid Life Insurance - 2x your salary

• 401k -Company matching

• 10 paid Holidays

• Floating Holidays and Personal days

• Accrue Vacation and Sick time from day 1

• Tuition Reimbursement

• Chromebox is provided

• Monitor and Mouse are provided

• Headset is provided

All full-time employees working 30+ hours a week are eligible for benefits.
Benefits are effective the first of the month, following their first 30 days.
PHYSICAL DEMANDS
Work Location:
Remote
Schedule:
Monday-Friday 8:30am-5:00pm ET with a half hour lunch.
Upon successful completion of inbound training, team members are required to participate in a rotating late shift schedule to support extended call center coverage. This shift runs from 12:30 PM to 9:00 PM EST and is based on business need. The rotating schedule will be communicated to team members in advance
Working Conditions:

• Frequent use of computer monitors, keyboard, and mouse

• Extended viewing of multiple screens for seven or more hours a day.

• Extended periods of sitting.

YOU WILL NEED
A safe home office or quiet workspace with high speed and reliable internet connectivity
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
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