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Insurance Loan Underwriter Trainee

Job Details

Fully Remote
$20.00 - $22.00 Hourly

Description

Join Our Team as a Risk Analyst I!

Embark on a journey of growth and development in an environment that encourages change. Your role may evolve with the company, offering exciting opportunities for professional advancement. Apply now and become a valued member of our team!

Position: Risk Analyst (Fully Remote)

Watch a video presentation prepared by the hiring manager. Click on the following link to access the videohttps://vimeo.com/968015827/0740a6619f

About Us: We do not just value job performance; we prioritize integrity, respect, flexibility, self-evaluation, knowledge, and compassion. Join a team where these values are not just words – they are the foundation of our culture.

What You'll Do:

  • Review and process auto-created accounts with precision.
  • Proactively communicate with customers to obtain necessary items for policy funding.
  • Verify relationships between agents, general agents, and insurance companies.
  • Identify and implement necessary account changes.
  • Foster strong business relationships through superior service.
  • Enter approved premium finance agreements into PBS.
  • Ensure timely funding of policies through daily review of disbursement holding reports.
  • Provide management with updated statuses of premium finance agreements and unfunded policies.

What You Need to Know Before Applying:

  • Schedule: Monday – Friday, 6:30AM – 3PM PST for education. Post education, the schedule is 8:30AM - 5PM PST.
  • Employment: Full-time remote, employee position.
  • Compensation: $20 - $22/HR
  • Location: Candidates must reside within the US and be comfortable working Pacific hours.
  • Equipment is not provided, and two monitors are preferred. A webcam and headset can be provided if needed.

What We're Looking for in a Candidate:

Education: College degree preferred.

Experience/Knowledge:

  • 0 -1 years of experience in premium finance or property and casualty insurance (not required but a plus).
  • Proficiency with Microsoft Office Suite and remote work experience. Basic troubleshooting skills.

Skills and Abilities:

  • Integrity and objectivity with a service-oriented mindset.
  • Excellent organizational skills and attention to detail.
  • Ability to prioritize tasks and work independently or in a team.
  • Persuasive communication skills with professionalism, respect, emotional intelligence, and compassion.

Characteristics:

  • Customer Focus: Passion for delivering outstanding service.
  • Collaboration: Ability to work well with others.
  • Conscientiousness: High work ethic and personal productivity.
  • Communication Skills: Excellent verbal and written communication.
  • Problem Solving: Ability to find creative solutions.
  • Tech Savvy: Willingness to adapt to new technology.

 

Qualifications

Education: College degree preferred.

Experience/Knowledge:

  • 0 -1 years of experience in premium finance or property and casualty insurance (not required but a plus).
  • Proficiency with Microsoft Office Suite and remote work experience. Basic troubleshooting skills.
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