HUB Financial Services

Insurance Tracking Specialist for Commercial Banks

GENERAL FUNCTION:

Responsible for analyzing and accurately keying insurance documentation and loan related forms into a loan tracking system; analyzing and processing complex lender data reports; utilizing an imaging system; meeting daily production standards, goals and service commitments. This position also requires an excellent working knowledge of a Windows computer environment, Excel and the ability to grasp the workings of numerous insurance tracking system reports.

This is an hourly position with a starting rate of $17 an hour.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Review and input insurance documentation in proprietary loan‐insurance tracking system

• Review commercial insurance documentation to ensure that coverages (Hazard and any other special coverage required) and deductibles, are adequate to protect the lenders interest

• Recognize and note any coverage limitations not in line with lender specifications

• Accurately complete all assigned tasks and/or additional tasks if needed

• Analyze and process a multitude of client and program related reports

• Identify and report areas of needed process improvement to immediate supervisor

• Maintain a monthly assessment average of 90% or better

• Maintain accurate training materials, to ensure adherence to all policies and procedures

• Accurately handle inbound/outbound calls and email inquiries from client, borrower, or agent

• Contact insurance companies to confirm insurance coverage and request additional documentation

• Initiate and sustain communication with clients, agent, and employees, as needed

• Maintain necessary relationship with clients and employees to ensure quality customer service standards are met

• Maintain a working knowledge, grow expertise in mortgage insurance and lending

• Other job responsibilities as assigned by management

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Organized, responsible, detail orientated and thorough

• Strong communication skills, both written and oral

• Ability to work in a fast‐paced, multi‐tasking environment

PREFERRED QUALIFICATIONS

• Prior data analysis experience

• Knowledge of commercial mortgage agreements, lending, or familiarity with commercial insurance terminology

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

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Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.