Client Services Representative-Bilingual

UPAC provides financing for small businesses across the United States, financing principally commercial property and casualty insurance premiums for policyholders. We operate independently of any insurance carrier, insurance agency or bank through a network of nearly 3,000 "Main Street America" insurance agencies and brokers across the country, and pride ourselves on innovation, flexibility and responsiveness. Old-Fashioned Service with Leading-Edge Technology sets us apart from others to provide insurance agencies with industry leading service and ease-of-use insurance financing.

Summary: Provide customers with detailed, consistent, and accurate information about their account by performing the following duties.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Answer efficiently and courteously incoming telephone inquires from insurance agents, insurance companies, general agents, and insureds.

Take information for payments by telephone, answer questions about account status, provide payoff information, and assist insured in understanding premium finance.

Provide premium finance quotes to insurance agents using creative financing techniques when necessary and utilizing negotiation skills to obtain business.

Handle write-off of late charges, etc. and provide a written write-off report to manager.

Assist in the processing of return mail (General Agent & Insurance Carrier), verifying policy information, following-up on discrepancies, return funding checks, and updating information in computer system.

Assist with voiding accounts, obtain and process General Agent confirmations, stuff payment coupons in envelopes for mailing, and prepare cancellation notices for mailing.

Assist with the opening and distribution of incoming mail. Scan documents into system.

Code accounts to reflect bankruptcy and void accounts, deliver faxes, analyze return funding checks, and process insurance carrier return mail.

Regular and Reliable job attendance.

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Able to function efficiently and effectively in a call center environment. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience
Prefer Associate's degree (A. A.) or equivalent from two-year college or technical school and three years customer service/insurance (Commercial P&C) company experience. Prefer loan processing experience. Call Center experience a plus.

Language Skills
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization. Bilingual - English & Spanish preferred.

Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.

Reasoning Ability
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

Computer Skills
To perform this job successfully, an individual should have knowledge of Internet software; Spreadsheet software, Word Processing software, and good keyboard skills.

In 2004 and 2005, UPAC was selected as one of the Top 10 Small Businesses of the Year by the Kansas City Chamber of Commerce.
REQUIREMENTS


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