Policy Service Associate

Job Summary

Providing customer service to individual clients, the full-time Policy Service Associate will manage policy transactions, beneficiary changes, and compliance documentation while primarily working remotely with occasional office visits in Binghamton, NY or Houston, TX.

Key responsibilities

• Process policy surrenders, cancellations, and beneficiary changes, ensuring compliance with regulatory guidelines
• Provide customer service by responding to inquiries, processing service requests, and managing documentation related to policies
• Review and analyze policy reports to ensure accuracy and timely processing of transactions

Required qualifications

• Associate's degree in business or a related field required
• 2-4 years of experience in Customer Care/Support
• Intermediate knowledge of Microsoft Word and Excel
• 1-2 years of experience in the insurance industry or accounting environment preferred
• Fluency in Spanish is a plus