Workflow Coordinator in Cleveland, OH at National General Insurance

Date Posted: 6/10/2021

Job Snapshot

Job Description

Primary Purpose:

Under minimum supervision, demonstrates thorough understanding of each lockbox processing function. Partners effectively with each processing group to successfully achieve service level agreements (SLA’s). Facilitates the movement of mail, checks, and documents within lockbox efficiently. Distributes work according to client deadlines. Assists supervisor in acting as a point person for day to day processing issues and complex production issues. Accelerates the processing of client remittance and checks in line with department procedures. Prepares information for clients and service partners according to specified procedures and instructions. 
 

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Set the tone for the day, keeping interactions positive and morale high
  • Assist associates in complex lockbox processing functions
  • Assess volume and prepare day to day production plan
  • Distribute work to scan operators, data entry associates, and research specialists
  • Assists with mailroom activities as necessary
  • Responsible for the timely delivery of work to various functions in lockbox
  • Act as a subject matter expert capable of supporting production needs where necessary
  • Receive, sort, prepare and process complex client remittance and payments according to established procedures, policies and deadlines
  • Research production issues that occur at any stage in the process
  • Balance and reconcile deposits for bank posting on a daily basis
  • Partner with Supervisor to optimize the daily workflow based on historical volume statistics
  • Assist Supervisor with day to day leadership and team building where necessary

Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma or general education degree (GED)
  • Must possess effective verbal and written communication skills
  • Basic Technical aptitude
  • Energetic and Enthusiastic
  • Self-Starter and ability to take initiative
  • Adaptable to change and detail oriented
  • Ability to prioritize effectively
  • Thinks outside the box
  • Accountable to the Team
  • Flexibility to handle production based hours
  • Ability to stand/walk for long periods of time
  • Ability to lift up to 25lbs
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)

Desired Skills:

  • Lockbox Operations Experience
  • Associates Degree

#LI-LR1

National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas.

In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.

Job Requirements

About National General Holdings:

National General Holdings Corp., a member of the Allstate family of companies, is headquartered in New York City. National General traces its roots to 1939, has a financial strength rating of A– (excellent) from A.M. Best, and provides personal and commercial automobile, homeowners, umbrella, recreational vehicle, motorcycle, supplemental health, and other niche insurance products. We are a specialty personal lines insurance holding company. Through our subsidiaries, we provide a variety of insurance products, including personal and commercial automobile, homeowners, umbrella, recreational vehicle, supplemental health, lender-placed and other niche insurance products.

National General is a fast paced, dynamic, and entrepreneurial organization. Our team members live by and exemplify what we call the 4Es. At National General, we are Energized, Engaged, Empowered, and we Execute every day in order to provide an exceptional experience for our customers! We are passionate about our organization and the value that we add every day. A successful candidate with National General will embody the 4Es. Our team is poised to outperform the competition. We are National General Insurance and with us you can be extraordinary! Come join our team!

Companies and Partners

Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchange, VelaPoint, Quotit, HealthCompare, AHCP, NHIC, Healthcare Solutions Team, North Star Marketing, Euro Accident.

In addition to a phenomenal career opportunity, National General Insurance offers an excellent benefits package including:

• Paid Training
• Medical, Dental, Vision benefits
• Wellness Programs
• Life and Short/Long Term Disability Insurance
• 401k w/ Company Match
• Company Paid Holidays & Generous Time-off policy
• Employee Discount Program
• Career Advancement and Development Opportunities
• On-site Healthcare Clinic (Winston-Salem and Cleveland offices)
• On-site Fitness Center (Cleveland and Dallas offices)
• Subsidized parking (Cleveland office)

National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas.

In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.

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