Insurance and Tax Specialist

2 weeks ago


Irving, Texas, United States State Bank of Texas Full time
Job Summary

We are seeking a highly skilled Insurance and Tax Specialist to join our team at State Bank of Texas. As a key member of our financial services team, you will be responsible for managing our insurance vendors, responding to customer inquiries, and ensuring timely renewal of insurance policies.

Key Responsibilities
  • Maintain accurate records of insurance vendor performance and track daily insurance mail.
  • Process insurance renewal policies and ensure timely payment of escrowed accounts.
  • Handle escalated loan level insurance issues and provide research assistance to support customer inquiries.
  • Collaborate with management to ensure timely completion of internal and external audits.
  • Monitor and update the exception system upon receipt of insurance policies.
Requirements
  • High school diploma or equivalent.
  • 1-3 years of commercial insurance experience.
  • Knowledge of Fiserv and Doc Links is a plus.
  • Proficient in Microsoft Office Applications.

We are an Equal Opportunity Employer committed to providing personal partnerships with our customers, timely loan decisions, and convenient technology solutions.



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