Account Service Team Analyst

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Job Title:                                Account Service Team Analyst I

FLSA Status:                         Non-Exempt

Department:                          Client Services

Reports to:                             AVP- EasyPlace

Who are we?  What do we do?  Company Overview:

Proctor Loan Protector provides comprehensive insurance products and service solutions for financial institutions. While weaving compliance throughout all our applications and technologies, Proctor Loan Protector operates as an extension of our clients, where partnership meets innovation.

What’s the culture like at Proctor Loan Protector?

At Proctor Loan Protector, we are committed to fostering a workplace that values diversity and personal growth.  As we continue to grow and expand, this allows us to offer career paths and opportunities.  We are dedicated to ensuring that all our teammates feel valued and work in a fun and rewarding work environment

What can I expect from working at Proctor Loan Protector?

• Fun work environment with a variety of work

• Being part of a team

• Career growth

• Ability to highlight your skills

• Feel valued

• Great benefits, pay and culture

Tell me more about this role, what would I be doing?

Job Summary:

The Account Service Team Analyst I is responsible for helping the company’s Easy Place and uReport clients with any questions or challenges using the Easy Place or uReport systems.

Essential Functions:

• Works with Excel spreadsheets with client data.

• Assist with special projects.

• Answer client billing questions.

• Assist agents with commissions questions.

• Monitors the request inbox for customer questions or issues.

• Conducts system testing for new releases.

• Answers client calls.

• Assists clients with coverage needs and special requests.

• Helps clients with claims submissions.

• Works with underwriting to assist clients with master policy changes and endorsements.

Education and/or Experience:

• Bachelor’s degree or equivalent combination of education and experience a plus.

• Property and Casualty License, or willingness to obtain within ninety days (The company pays for the P&C license class and exam fees). Insurance Agency experience is helpful but not required.

Knowledge, Skills and Competencies:

• MS Office Suite, advanced MS Excel capabilities.

• Ability to multi-task and manage various project elements simultaneously.

• Great attention to detail.

• Big picture thinking and vision.

• Ability to work in a fast-paced, often-changing environment.

• Organized with excellent time management skills with emphasis on multiple deadlines.

Physical Requirements:

• While performing the duties of this job, the employee is occasionally required to stand; walk; sit for extended periods of time; reach with hands and arms; bend and perform manual tasks. 

• The employee will be required to communicate verbally and by phone. 

• Visual acuity is required including color, depth perception, and field of vision. 

• The employee must occasionally lift and/or move up to 15 pounds. 

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any position.  Employee may be directed to perform job-related tasks other than those specifically present in this description.

Equal Opportunity Statement:

Proctor Loan Protector is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification