SWBC · 3 hours ago
Loss Draft Customer Service Representative
United States
Full-time
Remote
Mid Level
3+ years expSWBC is seeking a talented individual to perform functions of customer service associated with answering and resolving phone inquiries from borrowers, contractors, insurance companies, and third parties regarding the processing of loss drafts. In this role, you will help borrowers recover from disasters by managing multiple stakeholders and coordinating the loss draft process to ensure customer satisfaction.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Resolves inbound service calls regarding routine questions, inquiries, and/or problems associated with processing of loss drafts made by borrowers, contractors, and insurance companies and third parties in a timely and courteous manner by researching and verifying information and distribution status
Tags (record) the call
Inputs information regarding conversation accurately into the Loss Draft Tracking system as required to document call activity
Sets-up processing tasks such as property inspections, disbursement requests, and other activities pertinent to the loss draft process
Applies de-escalation skills when callers are upset and appropriately refers unresolved calls to the appropriate team members to ensure customer satisfaction
Performs other duties as required
Qualification
Required
High School diploma or GED equivalency required
Minimum of three (3) years of high-level data entry, in-bound, out-bound, or other related call center, telemarketing or related experience
Basic understanding of insurance claims processing
Ability to quickly understand information and situations and provide appropriate response
Strong ability to actively listen and communicate solutions
Excellent phone etiquette and professionalism
Strong verbal and written communication and customer relationship skills
Demonstrated ability to follow instruction
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Working knowledge of Microsoft Suites such as Excel, and Word and data entry systems such as AS400
Ability to perform in a fast-paced and high pressure phone queue environment
Familiarity with most general office machines
Willingness to attend an initial on-the-job training session
Ability to work flexible schedules Monday – Friday and overtime, including Saturdays as required
Able to follow directions and apply established procedures
Able to sit for long periods of time while answering incoming calls, entering data, or performing other sedentary duties
Able to lift, carry, push, or pull 10 – 20 lbs. of files, reports, or other documents/manuals
Preferred
Mortgage insurance 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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