Cancellations Representative

Posted 24 Days Ago
Be an Early Applicant
33487, Boca Raton, FL, USA
In-Office
Entry level
Automotive • Insurance • Logistics • Financial Services
The Role
Processes high-volume cancellation requests from lenders, agents, brokers, and members through phone, email, and mail. Reviews required documentation, follows processing and archiving procedures, communicates professionally, provides customer service, assists with paper application data entry in the Affinity database, and supports ad hoc projects. The role requires attention to detail, discrepancy resolution, multitasking, deadline management, and fluency in English and Spanish.
Summary Generated by Built In

POSITION SUMMARY: This is a full-time position that is responsible for Interacting with members, agents, brokers and lenders regarding cancellations. These interactions occur by phone, email and mail.
DUTIES AND RESPONSIBILITIES:
• Process cancellation requests from lenders, agents, brokers and members
• Field phone calls from lenders, agents, brokers and members regarding cancellations
• Manage email inquiries from lenders, agents and members
• Accurately process a high volume of cancellations utilizing the appropriate application form numbers
• Follow specific requirements regarding necessary backup and documentation for cancellation requests
• Follow all procedures regarding document archiving for cancellation requests
• Provide written communications to lenders, members, agents and brokers in a very professional manner
• Provide excellent customer service via phone and email
• Assisting the data entry team with the keying of paper applications into the Affinity database.
• Assisting with adhoc projects when needed
EDUCATION AND WORK EXPERIENCE:
• High School Diploma, some college preferred
KNOWLEDGE AND SKILLS:
To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position.
• The ability to follow instructions and documented processes effectively
• Ability to communicate effectively (verbal and written)
• Excellent interpersonal skills
• Fluent in English and Spanish
• Proficient computer skills: must have working knowledge of Excel and Word,
• Ability to multi-task, follow up, and meet deadlines
• Strong attention to detail
• Ability to identify discrepancies and take initiative to research variances and correct

Page 2 of 2
Hours Required: Monday to Friday 8:30AM-5:00PM
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to talk or hear, sit, use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and occasionally required to stand; walk; climb stairs. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by the job include close vision and the ability to adjust focus.
Work Environment:
Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The usual environment is in a business office with a noise level in the work environment that is usually moderate.
This is a non-exempt position.

Skills Required

  • High school diploma
  • Some college education
  • Fluency in English and Spanish
  • Working knowledge of Microsoft Excel and Microsoft Word
  • Effective verbal and written communication skills
  • Excellent interpersonal skills
  • Ability to follow documented procedures and instructions
  • Ability to multitask, follow up, and meet deadlines
  • Strong attention to detail and ability to identify and correct discrepancies
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The Company
HQ: Boca Raton, FL

What We Do

NSD (Nation Safe Drivers) is the engine behind North America's most advanced vehicle protection brands, providing roadside and F&I services. For over 60 years, they have set the standard in technology, compliance, and operational excellence, specializing in auto-related, supplemental products.

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