AFCO Direct Operations Specialist Job Lake Forest area,Illinois USA,Administrative/Clerical

Position Overview

Provide support to the Operations area through numerous functions.

Regular or Temporary:
Regular

Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

Essential Duties and Responsibilities

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.

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.

Review, handle and reconcile requests sent to the ADMIN mailbox from customers.

Review for completion and proper entry of customer banking information for all EFT payments.

Reconcile Insured return mail by contacting Insured's for updated information and/or address corrections from statement coupons.

Data key new loan contracts to account system.

Obtain and update policy numbers by contacting agents/markets for information.

Prepare, scan, index and store contracts, correspondence and other documents into the optical imaging system.

Review, sort and mail all system generated refund checks to the appropriate party. Obtain required approval for checks over established thresholds.

Review and correct certain correspondence discrepancies from carriers, brokers and agents.

Maintain office inventory and initiate payment of various vendor bills through One Stop.

Qualifications

Required Qualifications:

High School diploma or equivalent
Excellent data entry skills
Attention to detail, ability to multi‑task and meet deadlines
Ability to execute sound judgment based on knowledge and experience
Good written and verbal communication skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

Two years of administrative support experience
Two years of experience in Premium Finance or lending industry

This position requires an individual who will physically work within Illinois or be required to travel to Illinois for work.

The annual base salary for this position is $45,760.00 - $53,000.00.

Benefits

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 is an Equal Opportunity Employer that does not discriminate 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 E-Verify IER Right to Work AFCO Direct is reshaping premium finance with innovative solutions. Our goal is to ease administrative duties for agents, improve cash flow for insureds and provide easy‑to‑use technology for both.

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