Loss Draft Claims Specialist I @ SWBC | Jobright.ai
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Loss Draft Claims Specialist I jobs in Texas, United States
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SWBC · 12 hours ago

Loss Draft Claims Specialist I

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Responsibilities

Notates activities and conversations accurately regarding the loss draft claim file in Loss Draft Tracking system, clearly providing a status.
Works on assigned files via tasks in production queue.
Resolves processing situations which occur on the assigned files, understanding the guidelines and providing recommended solutions to management.
Identifies the actions to be taken to progress the claim, then set-up processing tasks (such as property inspections, disbursement requests, and other activities).
Answers inbound calls from the borrowers and other third parties, and/or listen and respond to voicemails.
Adapts and applies updated guideline/procedural changes timely.
Communicates with the financial institution regarding the loss draft file per documented procedures.
Performs all other duties as assigned.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Insurance claims processingMortgage servicingMicrosoft ExcelMicrosoft WordData entry systemsMath skillsCustomer relationship skillsComputer systems navigationOffice machines operationTyping (35 WPM)

Required

High School Diploma or equivalency required.
Minimum three (3) years of insurance claims processing and/or mortgage servicing background experience.
Working knowledge of Microsoft Suites such as Excel, and Word and data entry systems such as AS400.
Strong math and critical thinking skills.
Strong time management skills.
Strong listening skills.
Strong verbal and written communication and customer relationship skills.
Excellent phone etiquette and professionalism.
Able to research and effectively analyze and interpret information from multiple sources, and draw valid conclusions.
Able to quickly understand information and situations and provide appropriate response.
Able to navigate multiple computer systems, applications, and utilize search tools to find information.
Able to operate most general office machines.
Able to attend an initial on-the-job training session.
Able to follow instruction with attention to detail.
Able to perform in a fast-paced environment, working items received via inbound phone call, production queue and email.
Able to work flexible schedules Monday – Friday and overtime, including Saturdays as required.
Able to follow directions and apply established procedures.
Able to type 35 WPM.
Able to travel locally or nationally by car or plane.
Able to sit for long periods of time while answering incoming calls, entering data, or performing other sedentary duties.
Able to stand, stoop, and kneel to file for long periods of time.
Able to lift, carry, push, or pull 10 – 20 lbs. of files, reports, or other documents/manuals.

Benefits

Competitive overall compensation package
Work/Life balance
Employee engagement activities and recognition awards
Years of Service awards
Career enhancement and growth opportunities
Leadership Academy and Mentor Program
Continuing education and career certifications
Variety of healthcare coverage options
Traditional and Roth 401(k) retirement plans
Lucrative Wellness Program

Company

SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals.

Funding

Current Stage
Late Stage

Leadership Team

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Gary Dudley
President and Co-founder
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Debbie Serot
Chief Marketing and Revenue Officer
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Company data provided by crunchbase
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