Insurance Coordinator

JOB SPECIFICATION

Job Title: Insurance Coordinator City:

ROLE OVERVIEW

SUMMARY:

Describe in 3-5 sentences a high-level responsibility and overview of the job.

● Customer service: Effectively communicate with customers and vendors utilizing all forms of

communication

● Pipeline management: Utilize reports to prioritize dockets assisting the processing team to move

docket to closing team

● Compliance - Ensuring adherence to company policies, industry regulations, and legal requirements

while conducting processing activities.

● Knowledge and Skill Development - Continuously grow knowledge and develop effective customer

service and pipeline management skills.

● Processing experience: Familiarity with the US Real Estate and/or Mortgage Processing

ESSENTIAL DUTIES & RESPONSIBILITIES:

List the 7-10 primary tasks or activities this job performs on an ongoing basis.

● Order, upload, and organize insurance documents using Point systems and other applications

● Review Homeowner’s, Flood, and Condo Master Insurance Policies for accuracy and adequate coverage

● Manage a pipeline of files in a timely and accurate manner

● Communicate and follow-up with homeowners promptly on obtaining necessary documentation and assist with

any issues that arise with the property insurance

● Communicate and follow-up with insurance companies to effectively manage the insurance order

● Effectively escalate any insurance order issues to the appropriate parties

● Work with cross-functional teams (processors, closers, and funders) to successfully bring an application to close

● Assist servicing department with amending the loss payee once funding has occurred

EDUCATION & EXPERIENCE:

List the 3-5 primary minimum requirements this role is expected to possess. Should you include any “nice to

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have” experience, please define it separately.

● 1+ years as mortgage processor, escrow assistant, insurance agent, or related field

● Experience in the real estate and/or mortgage industry desirable but not required

SKILLS

List 3-5 primary hard skills. These are specific learned abilities that are required to perform the job

successfully (i.e., coding, foreign language proficiency, etc.) Should you include any “nice to have” skills,

please define them separately.

● Fastidious attention to detail

● A desire to deliver exceptional homeowner service

● Enthusiasm for joining an early-stage tech company with an interest in real estate and consumer fintech

COMPETENCIES

List 3-5 primary competencies. These are knowledge and behaviors that lead you to be successful in a job

(i.e., verbal communication, integrity, problem solving, etc.). Should you include any “nice to have” skills,

please define them separately.

● English language proficiency

● Strong Command in Customer Service

● Familiarity with US Real Estate and Mortgage processing

● Detail oriented

● Fluency in Microsoft Office and/or Google Suite

Leveling Guide

Role-Specification

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