Insurance Document Processing Specialist

hace 7 meses


Merida, México Intangibles Talent ® A tiempo completo

**The Insurance Document Processing Specialist** position will directly support the insurance sales team. The role is critical to freeing up the sales reps time and helping to maximize revenue on projects. You will be communicating daily with sales representatives, sales managers, sales support team and the sales support manager. Contract and financial document review is equally as important so this role does require someone who is both outgoing and detailed.

**_
What Are We Looking for?_**
- A Bachelor’s Degree with a concentration in Sales, Marketing, or a related field
- 1-3 years of professional sales support experience
- CRM Experience.

**_ What will you do? Easy_**
- Taking calls throughout the day from sales reps in the field
- Uploading Documents from Insurance Sales Reps
- Insurance Approvals
- Change of work orders
- Mortgage Documents- Filling them out and providing documentation
- Following up with Mortgage companies
- HOA - Support and follow ups
- Any other documents that need to be uploaded from the sales reps
- Homeowner Communications
- Contract clarification and confirmation about the contract
- CRM Responsibilities
- Creating jobs
- Ordering Eagleviews
- Creating APs
- Updating notes
- Dating out production tasks and assigning them to the appropriate person
- Contract responsibilities
- Reviewing contract for accuracy based on the insurance approval
- Sending revisions to the homeowner
- Editing contracts when errors are found
- Creating change of work orders
- Analyzing profit margins
- Production
- Work with the production team on contract clarity
- Pushing contracts to production for scheduling
- Perform any other duties as required or assigned.

**_ Salary_**
- _ 0 - 1 Year of Experience: $8,000 - $9,000 Net_
- _ 2 - 3 Years of Experience: $12,000 - $14,000 Net_
- _ Students with 0 - 1 Year of Experience: $5,000 - $6,500 Net_

**_ Why should you be part of our talent team?_**
- _ Great compensation that we can discuss during the interview_
- _ Competitive salary(according to your experience)._
- _ We will give you the tools you need to make your work happen_
- _ We will always promote a work-balance culture._

**THIS IS A FULL BILINGUAL (ENGLISH/SPANISH) AND ONSITE POSITION.**

Our Intangibles Talent team is growing, and we are looking for professionals like you

**If you are interested, send us your CV in English**:
**_ Intangibles Talent is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics._



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