Hybrid Policy Servicing Specialist

Investors Heritage; Frankfort (KY); Hybrid; USD 32,000 - 46,000; Full time

Job summary

Investors Heritage is seeking a Customer Service Representative to support the Policy Administration team in a hybrid work setting. The role requires attention to detail, clear communication, and the ability to work independently or with colleagues.

Responsibilities include handling inquiries, processing policy transactions, and providing timely, accurate responses to clients via phone and email while researching life and annuity policies as needed.

Qualifications

• Strong verbal and written communication.
• Customer service mindset and problem-solving.
• Ability to prioritize tasks in a deadline-driven environment.

Responsibilities

• Manage inquiries, resolve service problems, document customer requests, and finalize policy adjustments.
• Process transactions for multiple lines of businesses, systems and products.
• Assist clients by phone and written correspondence including email.
• Research and interpret life and annuity policies.
• Organize print, fax and email paperwork.
• Scan documents to electronic image system.
• Other duties as necessary.

Skills

Communication skills

Interpersonal skills

Attention to detail

Teamwork

Independent work

Education

Two years of college coursework

Tools

Microsoft Office

Job description

Investors Heritage is seeking a Customer Service Representative to support the Policy Administration team in a hybrid work setting. The role requires attention to detail, clear communication, and the ability to work independently or with colleagues.

Responsibilities include handling inquiries, processing policy transactions, and providing timely, accurate responses to clients via phone and email while researching life and annuity policies as needed.