Policy Document Change-Conservation Clerk

NR Consulting; New Haven (CT); Remote; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a detail-oriented Policy Document Change-Conservation Clerk to join their remote team. In this entry-level position, you will play a crucial role in reviewing and processing legal documents, ensuring accuracy in policy updates, and providing excellent customer service. You'll engage with clients and agents, responding to inquiries and preparing necessary correspondence. This role offers a unique opportunity to grow your skills in the legal field while contributing to important documentation processes. If you have a knack for detail and a passion for helping others, this position is perfect for you.

Qualifications

• Basic understanding of legal documents such as trusts and power of attorney.
• Strong communication and customer service skills are essential.

Responsibilities

• Review and process legal documents for policy documentation updates.
• Conduct research on lost policies and prepare duplicate contracts as needed.

Skills

Office/Computer Skills

Legal Document Understanding

Communication Skills

Customer Service Skills

Detail-Oriented

Technical Skills (PC, Outlook, Word)

Education

High School Diploma

1-3 Years General Office Experience

Tools

Ingenium

Life70

AWD

Microsoft Word

Job description

Job Title: Policy Document Change-Conservation Clerk

Location: Remote

Need to have good office/computer skills.

Overview

Legal review or insurance experience is a huge plus. Reviews and processes forms and documents efficiently and accurately to update policy documentation. Researches issues and responds to inquiries from customers and agents. Prepares forms and correspondence for agents and customers. Researches lost policies and prepares duplicate contracts as needed.

Core Responsibilities

• Reviews all forms and supporting legal documents such as divorce decrees and trusts received, as well as instructions from Legal Department, for processing and recording changes to policy documentation. Compares to current client records and updates documentation in Ingenium and/or Life70, including absolute assignments, collateral assignments, power of attorney, trusts, bankruptcies, name changes, deceased owner changes, beneficiary designations, affidavits for change of ownership, etc. Prepares Affidavit of Hold Harmless agreements for deceased owner cases.
• Processes replacement of lost benefit certificates and policy changes (endorsements, new pages, riders) as required. Conducts research on lost policies in Ingenium, Life70, and AWD, and assembles duplicate contracts or certification of insurance benefits in Word; sends to agents or clients as requested.
• Contacts customers and agents as necessary, responding to inquiries via mail, phone, fax, and email. Provides information related to contract assignments, power of attorney, trusts, etc. Performs other related duties as assigned.

Skills & Qualifications

• Basic understanding of legal documents (trusts, divorce decrees, power of attorney).
• Strong communication and customer service skills.
• Ability to compose letters.
• Very detail-oriented.
• Technical skills: proficiency with PC, Outlook, Microsoft Word, and data entry in Ingenium, Life70, and AWD.

Education

• High school diploma.
• 1-3 years of general office experience.

Additional Details

• Seniority level: Entry level
• Employment type: Contract
• Job function: Legal
• Industries: IT Services and IT Consulting