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Data Reporting Admin Intern

Proctor Financial, Inc.
Posted a month ago, valid for 17 days
Location

Solon, OH 44139, US

Salary

$30,000 - $36,000 per year

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Contract type

Full Time

Health Insurance
Paid Time Off
Life Insurance
Disability Insurance
Tuition Reimbursement

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Sonic Summary

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  • The Loss Draft Reporting Admin (Intern) position involves working with Excel reports and making outbound phone calls to insurance carriers regarding claims.
  • Candidates are required to have a High School Diploma or GED and must possess strong analytical, communication, and organizational skills.
  • The role emphasizes documenting claim activity in the loss draft module and understanding business rules and investor requirements.
  • This internship offers an hourly pay rate of $17, reflecting the entry-level nature of the position.
  • Preferred qualifications include customer service experience and knowledge of insurance or mortgage servicing.

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: Loss Draft Reporting Admin (Intern)

FLSA Status: Non-Exempt

Department: Lender Solutions

Reports to: Autumn Parker

Summary:

The Loss Draft Reporting Admin (Intern) will work excel reports and complete corresponding tasks in the loss draft module.  This will include outbound phone calls.  All activity pertaining to the claim must be documented in the loss draft module and in some cases the client’s servicing system as well.

Essential Duties and Functions: include the following. Other duties may be assigned.

  • Make outbound phone calls to insurance carriers to follow up on claims

  • Understand and apply business rule and investor requirements

  • Document claim activity in the loss draft module

  • Review reports and complete them per provided job instructions

Competencies:

  • Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.

  • Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.

  • Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.

  • Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.

  • Problem-solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.

  • Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.

  • Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

  • Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required:

  • High School Diploma/GED

  • Computer knowledge required - Proficient in Windows based environment

  • Microsoft Office Skills

  • Strong analytical skills

  • Customer Service Skills

  • Strong communication skills both written/verbal

  • Strong organizational skills

  • Attention to detail

  • Ability to prioritize workflow and work in a fast paced environment

  • Works well in a team environment

  • Attendance/Quality/Production must meet or exceed PFI standards

Preferred:

  • Customer Service Experience

  • College degree

  • Insurance/Mortgage Servicing knowledge

  • Property insurance claim experience

Physical Requirements Necessary on a Regular Basis:

1. Repetitive motion. Manual dexterity, arm and upper body range of motion are sufficient

for use of a keyboard, mouse, and telephone 7-8 hours per day.

2. Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.

3. Vision sufficient for use of a computer monitor.

4. Sedentary position. Ability to sit at a desk for 7-8 hours per day.

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

EEO Statement:

The above statements are intended to describe the general nature and level of work being performed.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Proctor Loan Protector provides equal employment opportunities (EEO) to all employees and applicants including Veterans and those with disabilities.  

Pay Range

17 - 17 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. 




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