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Customer Experience Specialist - Columbia, United States - Veterans United Home Loans
Description
Customer Experience Specialist page is loadedCustomer Experience Specialist
Apply
locations
Jefferson City, MO
MO-Columbia-Oscar
time type
Full time
posted on
Posted 10 Days Ago
job requisition id
R3952
We do not have an official start date for this role, but are currently accepting applications from amazing candidates for opportunities throughout 2024
As a Customer Experience Specialist, you will be responsible for maintaining our relationship with customers after an insurance policy has been issued by Veterans United Insurance (VUI) and handling other service-related inquiries and calls.
You are also responsible for finding opportunities to bundle our customers' insurance needs, offering additional products that suit the customers' needs and quoting/presenting various insurance products.
You may also assist Loan Officers, Insurance Agents, and customers with all policy updates or change requests as well as other tasks associated with finalizing insurance policies for customers.
Depending on your assignment, you will focus on one of the following areas:Operations/Funding
Service and Billing
Retention
Job duties will vary upon assignment but may include:
Operations - Funding
Issue policies by gathering all documents from carrier sites and uploading them appropriately to Blitzdocs.
Fund policies by checking Blitzdocs for our policy, updating mailing address in the carrier site, closing CRM, and updating the carrier with closing documents.
Work through task and activities for Agents when additional coverage is needed.
Make mortgagee changes prior to and after funding along with all other assigned mail.
Actively contribute to making the team and culture stronger by assisting with other duties as needed.
Service and Billing
Review existing customer files and insurance policies to ensure all carrier needs are met to avoid unexpected interruption of coverage.
Communicate effectively with customer, carriers, and other partners to gather information, provide a great customer experience, and keep all parties updated as necessary.
Regularly follow up with customers to maintain a positive relationship, educate them about insurance, and cross-sell other products as appropriate.
Assist with processing agency mail.
Actively contribute to making the team and culture stronger by assisting with other duties as needed, excluding licensed activity.
Retention
Review all renewals as assigned in retention center to determine next steps for our customers. Review high-level renewals for potential savings and other options, and cross-sell potential saving opportunities.
Review existing customer files and insurance policies to ensure all carrier needs are met to avoid unexpected interruption of coverage.
Communicate effectively with customers, carriers, and other partners to gather information, provide a great customer experience, and keep all parties updated and informed as necessary.
Follow up with customers when claims occur and regarding renewal, per best practices.Answer incoming questions from clients, carriers, partners, and others via phone and email.
Actively contribute to making the team and culture stronger by assisting with other duties as needed, excluding licensed activity.
We're looking for someone who can be passionate about their job and have fun doing it, who will deliver results with integrity, and who enjoys finding ways to enhance the lives of others every day.
Excel in a fast-paced, results-oriented environment
High attention to detail
Capacity to work independently
Ability to manage times and meet deadlines
Strong communication skills (written and verbal)
Exemplary customer service skills
1+ year(s) of experience with phone-based customer service and/or sales
Knowledge in Property and Casualty Insurance
Property and Casualty Insurance licensed or become licensed upon employment
Proficient in basic computer technologies, appropriate for an internet-based company
Regular and predictable attendance
Learn more about us on Glassdoor
and our career site at
#VU2002
Veterans United Home Loans and its affiliates are proud to be Equal Opportunity Employers committed to creating a diverse and inclusive workforce.
We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or other legally protected classifications.
About Us
Veterans United Home Loans is the nation's largest VA lender and we are honored to serve Veterans and military families.
Our headquarters is in Columbia (MO), and we were founded in 2002 by a pair of entrepreneurial brothers who continue to help shape our future.
We exist to enhance the lives of our borrowers, our coworkers, and our communities.
We enhance the lives of Veterans and their families by helping them through the home buying process and giving them the amazing experience they deserve.
As a work family, we take care of each other; we are positively impacting each other's lives emotionally, financially, physically, spiritually, and in many other ways.
Our Veterans United Foundation enhances lives in communities across the country and we have committed more than $50 million in giving since 2011.
Join our growing teamIf
you have a disability and require reasonable accommodations for any part of the selection process, we're here to help you out.
Veterans United Home Loans is a VA Approved Lender and is not affiliated with any government agencies, including the VA.
NMLS #1907 Equal Opportunity Lender. Equal Opportunity Employer.According to the Department of Veterans Affairs Lender Statistics, Veterans United Home Loans provided more VA Home Loans by total volume than any other lender in FY 2018 and 2019.
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