Insurance Applications Product Coordinator

The Insurance Applications Product Coordinator is responsible for the UniTrac creation and configuration of new and existing lenders. The role also plays a critical role in leveraging our relationship with insurance carriers to obtain necessary information needed to accurately load insurance rates.

Job Duties and Responsibilities:

Lender Creation/Configuration (55%):

• Configure new CPI/LPI and Tracking lenders within Unitrac per the specifics of each unique lender.
• Support department leaders in improving metrics while achieving operational excellence.
• Partner with Development Team on loan and collateral tracking system enhancements and bug fixes.
• Research and analyze service agreements, needs analysis, and meeting summaries to capture requirements needed to create and configure new CPI/LPI and Tracking lenders within Unitrac.
• Collaborate with Implementation Managers, Client Experience Account Managers, and Loan File Analysts to investigate and direct data transformation projects, including new client implementations, client data processor conversion, mergers, and lender requests and changes.
• Lead the product analysis calls to review configuration of new lenders prior to loan files being imported.
• Process incoming help desk tickets related to notice timing changes, notice template changes, report changes, configuration, and general lender updates.
• Identify and present solutions and suggestions to department leadership to improve or enhance current systems.
• Participate in self and group training to ensure a thorough comprehension of CPI/LPI Compliance as it relates to vehicle, mortgage, and commercial real estate.
• Take on special projects for compliance updates spanning all lenders, changes to systems from QA, new Unitrac enhancements, etc.
• Troubleshoot lender set ups scenarios brought forward from Client Experience Account Manager / CRRM teams.

CPI Carrier Relations (45%):

• Process General Change Forms submitted by CPFM for vehicle & mortgage portfolios, update Unitrac, and validate changes.
• Collaborate with carriers on master policy set up issues.
• Set up new carriers in Unitrac based on carrier filings and new CPI offerings.
• Verify accuracy of forms and report inconsistencies between system and requested changes to CPFM staff.
• Send appropriate information to CPI/LPI carriers for the creation of endorsements to master policies.
• Update/add CPI/LPI carriers Add/change rates, cancellation methods within the loan, and collateral tracking system.
• Generate month end files for CPI/LPI carriers and assist with any issues that may occur.
• Partner with legal and compliance on tax corrections or changes for LPI.

Qualifications (Education, Experience, Certifications & KSA):

• High School Diploma required.
• Bachelor’s Degree in a related field preferred.
• 2+ years of directly related work experience required.
• Ability to manage multiple highly visible projects.
• Proven ability to create and drive strategies to prevent and resolve client issues.
• Excellent problem solving and analytical abilities.
• Strong interpersonal skills to interact with clients, management, and peers.
• Effective cross-department communication with strong attention to detail.
• Adaptable to change and ability to make independent decisions.
• Ability to handle confidential information in a responsible manner.
• Sound decision making and critical thinking skills.
• Expert organization, time management, and prioritization skills.

We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.