The TEJ Agency, located in Natchitoches, Louisiana is a sales, servicing and administrative agency for point-of-sale and lender-placed insurance products. We specialize in the tracking and insuring of loan portfolios for lenders and a wide porfolio of products to prevent unnecessary loan losses, and maintain full regulatory compliance.
Client Service Representative Duties
Our client service representatives act as a liason between our lender clients, insurance agencies and our agency to process insurance documents to ensure that our lender clients maintain regulatory compliance and proper insurance coverage on each loan in their loan portfolio. CSR's assist lender clients over the phone and internet to collect and complete insurance documentation for loan files. The CSR makes outbound calls to insurance agents to verify information or collect additional information that will aid the client in a solution from previous inquiries or problems. The CSR prepares reports and letters to send to lenders and their borrowers to obtain information or advise of insurance coverage being placed on a loan.
The client representative is the go-between to upper level management when critical problems arise for the lender client. The CSR will make requests for the client to upper level management by corresponding with specific documentation and distributing those problems to appropriate management. The CSR will also request other services for the client depending on the client's needs.
Computer Application Duties
Having an excellent command of computer applications in any given setting is an important duty for a TEJ client service representative. They must know how to manipulate computer applications to get various duties completed. Knowing word processing, account management, and spreadsheet applications is essential for the client representative to perform the day-to-day operations of assisting the lender client.
A high school diploma is required.
Must type a minimum of 40 wpm.
Excellent verbal and written skills required.
Ability to work in a fast-paced environment.