Insurance Specialist

Round Point tracks all aspects of insurance, including claim processing and data monitoring. The Insurance Specialist directly impacts the quality of insurance tracking and the homeowner’s insurance claim experience. Round Point utilizes an insurance vendor to track all types of homeowner’s insurance and property coverage requirements (e.g., flood, hazard, earthquake, etc.). Round Point processes all insurance claims in-house.

The Insurance Specialist monitors quality and accuracy of the insurance vendor’s work, identifies any servicing errors, and tracks progress to completion. The Insurance Specialist must quickly communicate any issues to the vendor, analyze the root cause, and oversee remediation of any issues. The Insurance Specialist also processes a pipeline of insurance claims and ensures timely disbursement of funds within regulatory, investor, and agency guidelines.

• Identify and research insurance coverage, type, and expiration gaps through reporting
• Communicate directly with insurance carriers as needed to clarify coverage in-place or claim details
• Research and respond to internal and external audit inquiries; resolve homeowner complaints
• Remit insurance premiums for escrowed accounts and verify coverage
• Monitor a pipeline of insurance claims while taking ownership to ensure a positive homeowner experience
• Communicate insurance claim requirements to key internal stakeholders
• Recommend and develop process enhancements, policy changes, and/or procedures with management
• Escalate aging items as appropriate
• Other duties as assigned

• Bachelor’s degree required; exceptions will be made based on experience
• Capability to work in and adapt to a fast-paced environment with a fluctuating volume of work
• Advanced computer skills, including Microsoft Office products, specifically excel (Pivot Tables, Vlookup)
• Accounting and math skills
• Professionalism and ability to interface with upper management
  
  Problem‑solving skills, identifying issues and concerns, and participating in solutions
• Strong oral and written communication skills

• 1+ years mortgage servicing experience or work at an insurance agency
• Mortgage servicing application knowledge, preferably with MSP/BKFS/Fidelity
• Relentless pursuit of excellence
• Knowledge of escrow‑related activities
• Ability to multitask, work in a team, change in role and duties, consistently meet/exceed deadlines
• Strong organizational skills with attention to detail

• Ability to communicate effectively through speech and hearing, both in-person and over the phone.
• The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
• Remaining in a stationary position for extended periods, frequently sitting but occasionally involving standing or walking short distances; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
• Regular use of hands and fingers for tasks like keyboarding, operating office equipment, and filing documents.
• Ability to lift and move objects weighing up to 10 pounds, and potentially up to 20 pounds occasionally.
• Ability to observe details at close range, such as viewing a computer screen, reviewing documents, and performing data analysis.
• The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present

• Fort Mill, SC
• Coppell, TX

• Regular

• No

• No