SWBC · 17 hours ago
Outbound Representative
United States
Full-time
Remote
New Grad, Entry Level
0+ years expSWBC 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 service calls regarding collateral protection insurance coverage and updating insurance information to ensure customer satisfaction.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Resolves inbound and makes outbound service 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 and documenting the affected account’s history file
Refers complex questions, problems or client complaints promptly and accurately to the appropriate resources to ensure customer satisfaction and product integrity
Assists in performing time-sensitive account maintenance before and after account processing cycles
Enters updates to pertinent insurance data from Document Management System or FAX into the computer system in a timely manner ensuring accuracy, completeness, and adherence to department procedures
Prepares, packages, and mails insurance policies, proof of insurance requests, and paid certificates to borrowers/members and financial institutions
Qualification
Required
High School Diploma or equivalency required
Minimum of zero to six (0-6) months of data entry, in-bound, out-bound or other related call center, telemarketing or related experience
Excellent interpersonal, organizational and telephone etiquette skills
Strong workflow and communication skills (both written and oral)
Able to operate a computer and basic office equipment
Able to type 40 WPM accurately and operate a 10-key calculator by touch
Preferred
Insurance or banking experience preferred
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
SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Gary Dudley
President and Co-founder
Recent News
2025-09-12
Morningstar.com
2025-08-13
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