Policy Services Representative

Location: Remote
Compensation: To Be Discussed
Staff Reviewed: Wed, Jul 03, 2024
This job expires in: 16 days

Job Summary

A company is looking for a Policy Owner Services Representative.

Key Responsibilities:
  • Review all forms for accuracy and completeness, follow up on pending requests, and serve as a liaison between agents/brokers and insurance carriers
  • Determine the best way to process in-force policy requests, verify correct forms, and provide ongoing status updates to agents/brokers
  • Accurately document, track, and update case-specific data, work on miscellaneous administrative tasks, and process incoming and outgoing mail

Required Qualifications:
  • High school diploma/GED and one to three months of related experience and/or training
  • Working knowledge of Internet software and Microsoft applications
  • Ability to learn new software applications and stay abreast of state and federal regulations as well as carrier requirements
  • Strong interpersonal skills

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