Quality Control / Customer Care Associate Westlake Village California United States

Blend Insurance Agency provides borrowers with the option to 1) shop and 2) purchase homeowners insurance through a frictionless transparent digital experience. Our Agency team is all about helping people - you can apply your passion by assisting in managing our strategic relationships within the insurance industry as well as our lender partners. Blend is a diverse team of problem solvers who believe that the worlds financial resources should be more accessible. Our cloud banking platform is used by Wells Fargo, U.S. Bank, and over 330 other financial services firms to acquire more customers, increase productivity, and deliver end-to-end digital experiences. Our software enables our customers to process an average of more than $5 billion in loans per day, making it possible for consumers to reach their financial goals faster and lead better lives. Come do work that matters.

The health and safety of our team is our top priority. As such, all employees working in the U.S. whose positions involve in-person interaction with other employees or third parties are required to be fully vaccinated for COVID-19. More details will be shared during the recruiting process.

As a QC Associate for Blend Insurance Agency, you will work closely with the Customer Care Retention Team. Every month we have a retention goal, exceeding expectations in servicing our customers. You will facilitate the renewal process and maintain current records within our agency management system EZLynx and Salesforce. This would include documentation, policy data updates, and clear notation of communications. You would also correspond externally with our customers and mortgage companies on policies that are within the 60 day expiration window.

• How you'll contribute:
•

• Updating the Renewal Log on Salesforce

• Contacting the customers or mortgage companies on outstanding renewal payments

• Checking Policy Status on Carrier Websites and document into our AMS System (EZLynx)

• Updating Premium information and Any Updates for the renewal process

• Updating Mortgage Information Upon Request

• Aggregating and uploading policy documents into EZLynx (AMS)

• Who you are:
•

• Strong Writing and Verbal Communication Skills

• Ability to multitask, prioritize and manage multiple responsibilities

• Reliable, Quick Learner with a Positive Attitude and mindset

• Able to quickly adapt to various Insurance Carrier Platforms, G Suite & OmniChannel

• Proactive with internal and external communications within team members

• Background in Insurance or Mortgage a plus, but not required

• Office Experience Required

• Benefits and Perks:
•

• Meaningful equity and a 401(k) plan

• Comprehensive health benefits

• Wellness benefits covering a variety of wellness activities, fitness classes, fitness equipment and more

• Stipends for work from home office set up and internet during Covid-19

• Bi-Weekly remote all hands

• Up to 15 days accrued vacation per year

• 16 weeks of paid parental leave

#LI-DM1

Blend is an equal opportunity employer that values diversity, inclusion and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by law. We will consider for employment all qualified applicants with arrest and conviction records in a manner consistent with applicable laws. If you have a disability and you wish to discuss potential accommodations related to applying for employment, please contact Blend at *** or ***.