Asset Retention Specialist I
- Provide legendary service by responding promptly and professionally to inquiries from Agents, Brokers, Carriers, and insured Customers, ensuring all account interactions are accurately documented.
- Manage a designated territory of canceled loans by coordinating return premium discussions, establishing suitable repayment options, and maintaining clear notes throughout the collection process.
- Analyze arrears and collaborate with agency partners to understand causes, resolve issues, and communicate impacts to internal and external stakeholders.
- Support asset management efforts by utilizing tools and reporting to track asset performance and prepare recommendations for loan losses or write-offs when appropriate.
- Mentor new associates, participate in process-improvement initiatives, collaborate cross-functionally (Sales, Service, Finance), and perform additional duties as assigned to support organizational objectives.
- 3+ years of work experience in any of the following: administrative, customer service, insurance, commercial lending, or related
- Excellent verbal and written communication skills
- Experience building and maintaining successful working relationships
- Basic proficiency in Microsoft Word, Excel, and Outlook.
- Ability to successfully work in group settings and autonomously
- Strong organizational skills and time management skills
- High school diploma completed, some college preferred but not required
- Prefer experience in the premium finance industry but not required
- Access to LiveWell, our wellness program
- Employee Assistance Program
- Gym membership subsidies
- 401(k) with company match
- Medical
- Prescription
- Dental
- Voluntary vision
- Voluntary life/dependent life
- Group term life
- AD&D
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