Customer Service Representative at Steel Partners

, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

26 Dec, 25

Salary

0.0

Posted On

27 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication Skills, Attention To Detail, Analytical Skills, Problem-Solving, Multitasking, Microsoft Word, Microsoft Excel, Microsoft Outlook, Office365, Bilingual Spanish/English

Industry

Financial Services

Description

WebBank WebBank (the “Bank”) is headquartered in Salt Lake City, Utah, and is an FDIC-insured, Utah state-chartered bank. WebBank is a leading national provider of online consumer and small business loans made in partnership with finance companies, OEMs, retailers, and financial technology companies. The team at WebBank supports the lending platforms across the nation’s tech hubs, driving innovation and financial inclusion. At WebBank, we are looking for a team member who wants to share their experience and insight in a company with a strong risk management culture. Working with a portfolio of more than fifteen lending platforms, including VC-backed startups to Fortune 50 digital pioneers, every day is different. In this position, you will be a key team member in our business, by leveraging your experience to develop positive working relationships with leading FinTech companies to execute the Bank’s strategic initiatives. National Partners National Partners is a wholly owned subsidiary of WebBank, acquired in April 2019. National Partners provides commercial premium finance loans to businesses nationwide and is one of the fastest-growing premium finance companies in the US. Job Summary Serves customers by providing account information, assisting with billing and payment questions, relaying information regarding cancellations and reinstatement requests, and resolving general customer concerns. The customer service representatives incorporate numerous methods of assisting customers, including a call center environment and electronic or written correspondence. Primary Responsibilities (Job Duties) You Will: * Answer inbound calls from insurance agents, insurance companies, and insureds * Provide premium finance account-related information to customers via phone, email, and fax, and document accounts with all communication details * Update customer records upon request * Loan Processing when needed * Maintain and update customer accounts by processing payments, reissuing notices, managing correspondence, providing payoff balance information, assisting with phone and online payments, and making outbound courtesy calls as needed. * Manage incoming correspondence to keep account information up to date * Coordinate with other departments when problem-solving * Build and maintain individual knowledge of premium finance regulations to ensure compliance in all aspects of the position * Recognize critical issues and escalate appropriately * Actively participate in the company’s efforts to detect and prevent fraud, mitigating losses * Strengthening customer relationships by providing professional, pleasant, and positive interactions with our company * Follow up with insureds to collect late charges and ensure timely payments are applied correctly * Update insureds’ banking information securely and accurately upon request, following compliance protocols * Assist insureds with login issues, including password resets and troubleshooting account access * Monitor and respond to the shared team inbox as needed, ensuring timely and professional communication * Assist in other daily operations or projects as needed Company Perks: You Get: * Paid Time Off (PTO) - Generous paid time off plus paid parental leave * Health insurance – Plans include an employer-paid medical option, dental and vision coverage, plus we offer health savings accounts * 401(k) – WebBank matches up to the first 6 percent of employee contributions, and both the employee’s contributions and WebBank’s match are fully vested immediately * Life and Disability Insurance – Life insurance and long and short-term disability insurance plans are 100% employer-paid * Tuition Reimbursement – WebBank provides reimbursement for classes needed to obtain certain degrees, up to $5,250 per academic year Qualifications Qualifications You Have: * Working knowledge of Microsoft Word, Excel, Outlook, and the Internet Even Better: * Office365 (SharePoint, OneNote, Drive, Box, Skype Meeting) * Strong oral and written communication skills to correspond with parties at various levels * Attention to detail and accuracy when relaying and recording information * Quick-thinking, with developed analytical and problem-solving skills * Planning and organizing to achieve timely follow-up and problem resolution * Ability to multitask on a variety of projects while meeting deadlines and maintaining quality * Bilingual Spanish/English

Responsibilities

The Customer Service Representative serves customers by providing account information, assisting with billing and payment questions, and resolving general customer concerns. They will also manage incoming correspondence and coordinate with other departments when problem-solving.