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Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Provide support to the Operations area through numerous functions. Areas of support include electronic funds transfer (EFT) payment processing, review and mailing of refund checks, optical imaging process, storage of documents, handling of incoming and outgoing mail, reconciliation of return mail and correspondence discrepancies and data keying.
this is an onsite role in Lake Forest, IL
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Process new business contracts through an electronic work queue by data keying pertinent contract information and answering visual questions relating to each contract prior to booking.
2. Mail: For incoming mail, retrieve from post office, open, sort and route to the proper departments. For outgoing mail, fold, stuff and meter and deliver to post office all outgoing mail
3. Review, handle and reconcile requests sent to the ADMIN mailbox from customers.
4. Review for completion and proper entry of customer banking information for all EFT payments.
5. Reconcile Insured return mail by contacting Insured's for updated information and/or address corrections from statement coupons.
6. Data key new loan contracts to account system.
7. Obtain and update policy numbers by contacting agents/markets for information.
8. Prepare, scan, index and store contracts, correspondence and other documents into the optical imaging system.
9. Review, sort and mail all system generated refund checks to the appropriate party. Obtain required approval for checks over established thresholds.
10. Review and correct certain correspondence discrepancies from carriers, brokers and agents
11. Maintain office inventory and initiate payment of various vendor bills through OneStop
QUALIFICATIONS
Required Qualifications:
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.
1. High School diploma or equivalent
2. Excellent data entry skills
3. Attention to detail, ability to multi-task and meet deadlines
4. Ability to execute sound judgment based on knowledge and experience
5. Good written and verbal communication skills
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
1. Two years of administrative support experience
2. Two years of experience in Premium Finance or lending industry
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Provide support to the Operations area through numerous functions. Areas of support include electronic funds transfer (EFT) payment processing, review and mailing of refund checks, optical imaging process, storage of documents, handling of incoming and outgoing mail, reconciliation of return mail and correspondence discrepancies and data keying.
this is an onsite role in Lake Forest, IL
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Process new business contracts through an electronic work queue by data keying pertinent contract information and answering visual questions relating to each contract prior to booking.
2. Mail: For incoming mail, retrieve from post office, open, sort and route to the proper departments. For outgoing mail, fold, stuff and meter and deliver to post office all outgoing mail
3. Review, handle and reconcile requests sent to the ADMIN mailbox from customers.
4. Review for completion and proper entry of customer banking information for all EFT payments.
5. Reconcile Insured return mail by contacting Insured's for updated information and/or address corrections from statement coupons.
6. Data key new loan contracts to account system.
7. Obtain and update policy numbers by contacting agents/markets for information.
8. Prepare, scan, index and store contracts, correspondence and other documents into the optical imaging system.
9. Review, sort and mail all system generated refund checks to the appropriate party. Obtain required approval for checks over established thresholds.
10. Review and correct certain correspondence discrepancies from carriers, brokers and agents
11. Maintain office inventory and initiate payment of various vendor bills through OneStop
QUALIFICATIONS
Required Qualifications:
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.
1. High School diploma or equivalent
2. Excellent data entry skills
3. Attention to detail, ability to multi-task and meet deadlines
4. Ability to execute sound judgment based on knowledge and experience
5. Good written and verbal communication skills
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
1. Two years of administrative support experience
2. Two years of experience in Premium Finance or lending industry
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
