Insurance Operations Clerk

Job Summary

To support the Policy Owner Services team, the full-time hybrid Insurance Operations Clerk will review, validate, and process life insurance transactions for existing policyholders, ensuring compliance and maintaining high standards of quality and customer service.

Key responsibilities

• Process policy change forms and reinstatement requests, including coverage modifications and beneficiary changes
• Review policy service documents for compliance with state regulations and company policies
• Collaborate with internal departments to resolve issues and support operational goals

Required qualifications

• High School Diploma or equivalent required
• Previous experience in insurance operations, policy administration, or customer service preferred
• Strong attention to detail and commitment to accuracy
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office applications and ability to learn multiple business systems