SWBC is seeking a talented individual to provide customer service support for loan portfolios to financial institutions, insurance agents and borrowers/members by assessing and updating collateral protection insurance (for both auto and mortgage loans) coverage and identifying uninsured loans.

Why you’ll love this role:

You will enjoy Monday - Friday work hours in a role that is not only a great opportunity to learn a process that benefits yourself and/or others, but you are able to assist customers with their needs, making a positive impact on their experience with SWBC.

Essential duties include the following:

- Resolves inbound calls regarding routine collateral protection insurance coverage questions, inquiries and/or problems on the status of insurance on loans made by borrowers/members, financial institutions and insurance agents by researching, verifying, updating loan insurance information, making outbound calls and documenting the affected account’s history file.




- Responsible for meeting or exceeding quality expectations to ensure customer satisfaction.
- Adheres to schedule, ensuring promptly logged into the system and available for calls.
- Responsible for handling the calls effectively and efficiently, multi-tasking to meet the average handle time expectations of the calls.
- Handles most complex calls with minimal assistance (lapses, waives, breaks in coverage, and the like). Provides assistance in and/or refers high-level, complex questions, problems or client complaints to appropriate resources to ensure customer satisfaction.
- Updates the system with pertinent insurance data, adhering to department procedures.
- Performs other duties/campaigns assigned by management.

Serious candidates will possess the minimum qualifications:

- Some college course work in Business, Management, Communications, Marketing, related field or equivalent experience.<

📌 Inbound Customer Service Agent (Monterrey)
🏢 SWBC
📍 Monterrey