Insurance Representative
Current- Effectively manage and monitor the process of payment schedule for mortgage insurance premiums, minimizingthe risk of policy lapses
- Cultivate strong relationships with insurance providers to optimize document processing for mutual customers
- Conduct weekly audits of premium payments and insurance document queue to identify discrepancies andimplement corrective actions.
- Effectively communicate between the insurance department and other internal teams to streamline processes andenhance customer satisfaction
- Assist license agents with selling and marketing car and home policies to Spanish clientele