AFCO Direct Operations Specialist

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Regular or Temporary:

Language Fluency: English (Required)

Work Shift:

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 Insureds 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

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 $45760.00 - $53000.00.

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 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 Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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.

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