Policy Operations Specialist

• Execute midterm policy changes and ongoing maintenance activities, including endorsements, cancellations, renewals, binding support, and issuance
• Deliver timely, high-quality communication and resolution of servicing requests
• Build trusted relationships with brokers and clients
• Identify opportunities to streamline workflows and enhance servicing efficiency
• Document processes to support scalable team execution
• Partner with internal teams to ensure servicing aligns with business needs, compliance standards, and client outcomes

• 2+ years of experience in a fast-paced, customer-service oriented operational environment
• 1+ year of experience in an insurance-related servicing, policy administration, or operations role
• Strong organizational and execution skills, with the ability to manage high volumes of servicing requests
• Excellent communication, follow-through, and stakeholder management skills
• Comfort working in ambiguity while maintaining composure in complex or regulated environments
• Detail-oriented mindset with a focus on accuracy, compliance, and client experience

Demonstrates expertise in policy administration and operational efficiency within the insurance sector, focusing on high-quality communication, compliance, and client experience. Proven ability to manage servicing requests and build relationships with stakeholders in a fast-paced environment.

• Policy Administration
• Customer Service Orientation
• Organizational Skills
• Communication Skills
• Detail-Oriented

• Policy Issuance
• Servicing Requests Management
• Workflow Streamlining
• Process Documentation
• Compliance Standards

• Relationship Building
• Stakeholder Management
• Follow-Through
• Adaptability
• Problem Solving

• Insurance Servicing
• Operational Environment
• Client Experience
• Regulated Environments