Policy Owner Services Associate

Horace Mann; Plano (TX); Hybrid; USD 26,000 - 35,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Horace Mann is seeking a detail-oriented Policy Owner Services Associate to support processing and maintenance of insurance applications and policy changes for existing Horace Mann customers. The role emphasizes accurate data entry and timely service in a fast-paced environment.

The ideal candidate will be organized and customer-focused, ensuring high-quality policy administration and positive customer experiences in a hybrid in-office/remote setting at our Plano location.

Qualifications

• High School Diploma or GED required.
• Be able to type 45 WPM.
• 1+ years of college preferred.
• Previous experience in health or life insurance operations preferred.
• Strong attention to detail and accuracy.
• Effective written and verbal communication skills.
• Strong organizational and time-management skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Process new business applications and policy changes submitted to POS.
• Perform accurate data entry for applications, policy updates, and maintenance requests.
• Review applications for missing information or requirements.
• Process changes to policy dates, premiums, and payroll deductions.
• Obtain and update payroll slips as needed for deduction accuracy.
• Handle policy administration requests for current and legacy products.
• Issue approved applications as directed by underwriting.
• Maintain all assigned work items within service level expectations.
• Review workflows to ensure accurate status updates and timely processing.
• Research and resolve errors or discrepancies promptly.

Skills

Typing 45 WPM

Attention to detail

Time-management

Written and verbal communication

Customer service

Education

High School Diploma or GED

1+ years of college preferred

Tools

Payroll software

Data entry systems

Job description

Horace Mann is seeking a detail-oriented and customer-focusedPolicy Owner Services Associate (POS Associate) to support the processing and maintenance of insurance applications and policy changes for existing Horace Mann customers.

In this role, you’ll play an important part in ensuring accurate policy administration, timely service, and a positive customer experience. The ideal candidate is organized, dependable, and committed to maintaining high quality and productivity standards while working in a fast-paced environment.

Key Responsibilities

Policy Processing & Administration

• Process new business applications and policy changes submitted to Policy Owner Services (POS).
• Perform accurate data entry for applications, policy updates, and maintenance requests.
• Review applications and requests for missing information or requirements.
• Process changes and corrections to policy dates, premiums, and payroll deductions.
• Obtain and update payroll slips as needed to ensure deduction accuracy.
• Handle policy administration requests for both current and legacy products.
• Issue approved applications as directed by underwriting.

Workflow & Quality Management

• Maintain all assigned work items within established service level expectations.
• Review workflows regularly to ensure accurate status updates and timely processing.
• Research and resolve errors or discrepancies promptly and accurately.
• Meet established productivity and quality standards, including:
  Monthly productivity scorecard of 80% or greater
  Monthly audit error rate of 5% or less
  No more than 3 Special Audit errors per month over the prior quarter

Customer & Agent Support

• Communicate professionally with Horace Mann customers and agents through written correspondence.
• Provide timely and accurate responses to inquiries and requests.
• Collaborate with internal departments to support smooth policy processing and issue resolution.

Qualifications & Experience

• High School Diploma or GED required
• Be able to type 45 WPM.
• 1+ years of college preferred
• Previous experience in health or life insurance operations preferred
• Strong attention to detail and accuracy
• Effective written and verbal communication skills
• Strong organizational and time-management skills
• Ability to manage multiple priorities in a fast-paced environment
• Basic computer proficiency and data entry experience preferred

Additional Information

• Normal office environment
• Hybrid work arrangement (combination of in-office and work-from-home)

Pay Range:

• $18.80- $25.43/hr.

Salary is commensurate to experience, location, etc.

Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.

We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.

EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status

For applicants that are California residents, please review our California Consumer Privacy Notice

All applicants should review our Horace Mann Privacy Policy