Policy Servicing Specialist

Policy Servicing Specialist

TEKsystems is hiring a Policy Servicing Specialist based in Milwaukee, WI (fully remote).

• Investigate and escalation of significant issues and act as a resource for others in your area of expertise.
• Manage work queues for incoming emails, calls and reports and respond within your authority level.
• Determine appropriate responses, process or forward tasks, and seek additional information when needed.
• Communicate with internal and external parties to gather, verify and resolve information.
• Generate, review and distribute accurate reports; identify errors and investigate discrepancies.
• Participate in workflow discussions, identify trends and recommend process improvements.
• Research problems and follow up on issues until resolved while keeping management informed.
• Reconcile and validate documentation for compliance with established policies and regulations.
• Reconcile calculations, balance general ledger accounts and prepare journal entries.
• Perform or assign monthly, routine and special project work related to business unit activities.

• Process activations and incoming payments via Lockbox or EFT.
• Review incoming data, update records and reconcile documents.
• Prepare deposits, journal entries and balance general ledger accounts.
• Handle servicing transfers and related errors, validating accuracy of information.
• Generate recurring and on-demand lender reports, including loan data reconciliations.

• Process policy cancellation and coverage rescission requests.
• Perform data entry, update records and prepare required reports.
• Review documentation for completeness, accuracy and regulatory compliance.
• Contact customers for backup information or premium resolution on suspense items.

• Escalation, case investigation, and policy analysis experience.
• Strong research and reconciliation skills with meticulous attention to detail.
• Proficient in 10‑key entry, advanced Excel usage and basic accounting principles.
• Excellent written and oral communication; can train colleagues.
• Ability to work in a fast‑paced, deadline‑driven environment.
• Experience with Lockbox or EFT payment processing is helpful.
• Knowledge of servicing transfers, lender education and coverage rescission is a plus.

Intermediate

Contract position, fully remote, Milwaukee, WI.

$28–$30 per hour.

• Medical, dental & vision
• Critical Illness, Accident, and Hospital coverage
• 401(k) plan with pre‑tax and Roth options
• Life Insurance (Voluntary Life & AD&D)
• Short‑ and long‑term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Paid Time Off / Vacation / Sick Leave

The company is an equal‑opportunity employer and will consider all applications without regard to race, color, religion, sex, national origin, age, disability, veteran status or any other protected characteristic.