Policy Operations Specialist

Job Summary

A company is looking for a Policy Operations Specialist to support new business and in-force policy operations.

Key Responsibilities

• Process applications, evaluate accuracy, and issue new policies in compliance with regulations
• Manage data entry, documentation, and policy issuance tasks, including printing and mailing
• Research and resolve inquiries from policy owners, agents, and applicants

Required Qualifications

• Associate degree preferred (or equivalent experience with a high school diploma)
• 2-4 years of relevant experience, ideally in insurance or financial services
• Ability to work independently with limited supervision while supporting team objectives
• Proficiency in applying policies/procedures and producing accurate correspondence