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Allied Solutions LLC

Client Based Administrator

Reposted 2 Days Ago
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In-Office
Financial District, San Francisco, CA
Junior
In-Office
Financial District, San Francisco, CA
Junior
The Client Based Administrator serves as an insurance representative, providing customer service, data entry, and administration to support lending staff and borrowers.
The summary above was generated by AI
Employee is an on-site insurance representative and liaison between Allied Solutions and the lender. This position will provide the lending staff and their borrowers with customer service, data entry, mailroom, and lender administration functions saving the lender from spreading these duties between lending staff.

*Job Duties and Responsibilities:

General Client Support (60%):

  • Post CPI premium and refunds
  • Calculate payment increases
  • Assist with claims
  • Provide customer service to walk-in borrowers as well as incoming borrower calls to resolve insurance related issues
  • Make call outs to insurance agents and regional offices to verify insurance coverage
  • Open, sort and send insurance mail to the designated scan center
  • Process defined reports

General Administration (30%):

  • Facilitates meetings as requested
  • Train others in specialized skills or specific procedures
  • Recognize and communicate possible problems to supervisor or manager and field support.  Distribute and exchange information with others
  • Complete special projects as assigned
  • Protect the integrity and confidentiality of the lender’s information

Serve as Allied Solutions Liaison (10%):

  • Review insurance policies for compliance with Bank/Credit Union requirements
  • Manage Allied products such as managed products such as GAP and MBP as needed
  • Perform other duties as assigned

*Qualifications (Education, Experience, Certifications & KSA):

  • High School Diploma required
  • 1-2 years of directly related work experience required

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

#LI-AB2

#LI-Hybrid

We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.
All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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