Policy Service Specialist

The Policy Service Team manages the full lifecycle of a customer’s insurance policy. They process policy changes, issue and update documents, respond to customer and agent questions, and ensure all policy information stays accurate and compliant. Their work helps customers feel confident that their coverage is correct and up to date.

• Manages the full lifecycle of insurance policies
• Processes changes and issues documents
• Responds to customer and agent inquiries
• Ensures policy accuracy and compliance

• Clear verbal and written communication
• Handles moderately complex inquiries with timely follow up
• Able to de-escalate and guide customers

• Navigates multiple internal systems
• Strong basic computer skills
• Troubleshoots simple workflow & system issues

• Detail oriented and accurate
• Researches and resolves issues requiring deeper review
• Uses sound judgment on when to elevate

• Working insurance knowledge or ability to learn quickly
• Applies policy, billing, and claims concepts

• Manages multiple tasks and deadlines
• Reliable follow through

• Collaborates well with peers and partners
• Shares knowledge and supports team success

• High school diploma or GED required
• 1 to 3 years of related experience, ideally in insurance, financial services, or another regulated industry

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand, use hands and fingers to operate a computer keyboard, mouse, and telephone keypad, reach with hands and arms, and talk or hear.

The employee frequently is required to sit and stoop, kneel, or crouch. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.