Policy Lifecycle Specialist Job at Nation Safe Drivers, Boca Raton, FL

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  • Nation Safe Drivers
  • Boca Raton, FL

Job Description

POSITION SUMMARY: This is an ONSITE full-time position that is responsible for Interacting with members, agents, brokers and lenders regarding policy cancellations. These interactions occur by phone, email and mail.

DUTIES AND RESPONSIBILITIES:

• Process policy cancellation requests from lenders, agents, brokers and members

• Field phone calls from lenders, agents, brokers and members regarding cancellations

• Manage email inquiries from lenders, agents and members

• Accurately process a high volume of cancellations utilizing the appropriate application form numbers

• Follow specific requirements regarding necessary backup and documentation for cancellation requests

• Follow all procedures regarding document archiving for cancellation requests

• Provide written communications to lenders, members, agents and brokers in a very professional manner

• Provide excellent customer service via phone and email

• Assisting the data entry team with the keying of paper applications into the Affinity database.

• Assisting with adhoc projects when needed

KNOWLEDGE AND SKILLS:

To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position.

• The ability to follow instructions and documented processes effectively

• Ability to communicate effectively (verbal and written)

• Excellent interpersonal skills

• Fluent in English and Spanish

• Proficient computer skills: must have working knowledge of Excel and Word,

• Ability to multi-task, follow up, and meet deadlines

• Strong attention to detail

• Ability to identify discrepancies and take initiative to research variances and correct

EDUCATION AND WORK EXPERIENCE:

• High School Diploma, some college preferred

Hours Required: Monday to Friday 8:30AM-5:00PM

Job Tags

Full time, Work experience placement, Monday to Friday

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