Associate Account Manager
1 month ago
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Job Title: Associate Account Manager (AAM)FLSA Status: Non-ExemptDepartment: Lender ServicesReports to: Manager - Insurance OperationsLocation: Proctor - 166Who are we? What do we do? Company Overview:Proctor Loan Protector provides comprehensive insurance products and service solutions for financial institutions. While weaving compliance throughout all our applications and technologies, Proctor Loan Protector operates as an extension of our clients, where partnership meets innovation.What's the culture like at Proctor Loan Protector?At Proctor Loan Protector, we are committed to fostering a workplace that values diversity and personal growth. As we continue to grow and expand, this allows us to offer career paths and opportunities. We are dedicated to ensuring that all our teammates feel valued and work in a fun and rewarding work environment.What can I expect from working at Proctor Loan Protector?Fun work environment with a variety of workBeing part of a team Career growthAbility to highlight your skillsFeel valuedGreat benefits, pay, and culturePOSITION SUMMARY:Under general direction, the Associate Account Manager is responsible for claim phone support which includes incoming and outgoing calls and assisting the Account Manager role with projects and daily tasks. The AAM must be able to communicate professionally with good phone etiquette/skills. The AAM must have good organizational and time management skills.Essential Duties and Functions include the following. Other duties may be assigned.•Claim intake via phone and status support•Respond to all incoming telephone queries received from customers in a timely and professional manner.•Ability to multitask between various software programs.•Data entry.•Client invoicing.•Refund processing.•Administrative support for the team - scanning, check logging, report distribution, etc.•Good communication and proficient phone skills.•Proficient computer skills.Competencies:•Ability to think analytically.•Ability to adapt well to changing environment.•Planning/organizing-the individual prioritizes and plans work activities and uses time efficiently.•Interpersonal skills-the individual maintains confidentiality, remains open to others' ideas, and exhibits willingness to try new things.•Oral communication-the individual speaks clearly and persuasively in positive or negative situations.•Written communication-the individual edits work for spelling and grammar, presents numerical data effectively, and can read and interpret written information.•Problem solving-the individual identifies and resolves problems in a timely•manner, gathers and analyzes information skillfully and maintains confidentiality.•Quality control-the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.•Adaptability-the individual adapts to changes in the work environment, manages competing demands and can deal with frequent change, delays or unexpected events.Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.Required•High school diploma/GED•Exceptional telephone demeanor•Proficient with MS Office•Attendance/Quality/Production must meet or exceed PFI standardsPreferred•Associate or bachelor's degree or equivalent work experience•1 - 3 years' experience in a similar position•Insurance or mortgage industry backgroundPhysical Requirements Necessary on a Regular Basis:1. Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse, and telephone 7-8 hours per day.2. Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.3. Vision sufficient for use of a computer monitor.4. Sedentary work. Ability to sit at a desk 7-8 hours per day.5. Repetitive motionThis job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.EEO Statement:Proctor Loan Protector is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law. We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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