Bilingual Licensed Insurance Advisor selling Health & Dental, Travel, and Life Insurance. Handling inbound and outbound sales calls while assisting clients through online channels.
About the role
- Insurance Associate responsible for maintaining insurance obligations for loan portfolios at ORIX USA. Analyzing policies and collaborating with borrowers and agents for compliance.
Responsibilities
- Responsible for a portfolio of loans to ensure the insurance obligations are maintained by analyzing property, liability, and regional perils
- Review insurance policy renewal information from borrowers and/or agents prior to the due date to ensure policy compliance with loan documents/investor and lender requirements
- Remediate non-compliant insurance issues through timely requests for additional information and corrective measures through correspondence with the Agent/Broker and/or Borrower
- Respond timely to inquiries from internal and external customers, ensuring proper notification, escalation, communication, and coordination occurs with management
- Monitor reports and deadlines to ensure work is completed in advance of set timelines, proactively communicating portfolio status with manager or team lead
- Utilize the Servicing System and other software applications to facilitate insurance reviews
- Stay abreast of regulatory requirements relative to the various product types and ensure team members are aware of any internal or external policy or regulatory changes
Requirements
- At least 1-3 years of experience in commercial real estate mortgage industry of insurance compliance processing and/or experience in Commercial Insurance selling, underwriting or claims
- Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; sense of urgency and attention to detail.
- Ability to manage multiple assignments and transactions simultaneously.
- Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities.
- Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team.
- Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment.
- Proficiency in Microsoft Office
Benefits
- Competitive benefits package
- Quality healthcare and financial protection
- Competitive vacation policy
- Floating personal holidays
- Extensive leave options
- Generous parental leave benefits
- Fully paid maternity coverage
- Adoption support
- Child and elder care programs
- Flexible work arrangements with a 3 day in-office minimum requirement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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