SWBC · 2 weeks ago
Inbound Customer Service Representative
SWBC is seeking a talented individual to provide customer service support for loan portfolios to financial institutions, insurance agents, and borrowers/members. The role involves resolving inquiries related to collateral protection insurance and ensuring customer satisfaction through effective communication and problem-solving.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Resolves inbound calls regarding routine collateral protection insurance coverage questions, inquiries and/or problems on the status of insurance on loans made by borrowers/members, financial institutions and insurance agents by researching, verifying, updating loan insurance information, making outbound calls and documenting the affected account’s history file
Responsible for meeting or exceeding quality expectations to ensure customer satisfaction
Adheres to schedule, ensuring promptly logged into the system and available for calls
Responsible for handling the calls effectively and efficiently, multi-tasking to meet the average handle time expectations of the calls
Handles most complex calls with minimal assistance (lapses, waives, breaks in coverage, and the like). Provides assistance in and/or refers high-level, complex questions, problems or client complaints to appropriate resources to ensure customer satisfaction
Updates the system with pertinent insurance data, adhering to department procedures
Performs other duties/campaigns assigned by management
Qualification
Required
Some college course work in Business, Management, Communications, Marketing, related field or equivalent experience
Strong workflow and written and verbal communication skills
Able to remain professional and courteous in all interactions with SWBC clients and staff
Able to effectively multi-task
Able to operate a computer and basic office equipment
Able to type 40 WPM accurately
Able to operate a 10-key calculator by touch
Preferred
Minimum one to two (1-2) years of in-bound, out-bound or other related call center, telemarketing or related experience in insurance or banking environment
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
Based upon employee eligibility
Company
SWBC
SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals.
Funding
Current Stage
Late StageRecent News
2025-09-12
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