Policy Owner Services Representative

Integrity Marketing Group; Fort Wayne (IN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Equal Opportunity Employer

Job summary

Integrity Marketing Group is seeking a Policy Owner Services Representative to accurately process policy management requests on in-force policies and support agents and clients throughout the workflow.

You will review requests, act as a liaison between agents and carriers, and provide timely updates while maintaining data quality in AMS and CRM. Team collaboration and strong service orientation are essential.

Qualifications

• High school diploma/GED or equivalent.
• 1–3 months of related customer service experience and/or training.
• Ability to quickly learn internal systems and procedures.

Responsibilities

• Process policy management requests on in-force insurance policies accurately and efficiently.
• Review incoming requests and determine best processing approach for agents and clients.
• Liaise between agents and insurance carriers; provide updates and monitor progress.
• Document and track data in AMS and CRM, ensuring accuracy and timeliness.
• Support team phone queue and internal queues; stay informed of regulations and carrier requirements.

Skills

Customer service

Time management

Organizational skills

Problem-solving

PC literacy

MS Office

Interpersonal skills

Fast learner

Education

High school diploma/GED

Tools

AMS

CRM

MS Office suite

Job description

For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of 350 is the same service-centered culture as we were in 1971. Ash Brokerage works with financial professionals to help find, understand and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings. On the Policy Owner Services Team, we’re proud to play a vital part in the insurance process. We process policy management requests on in-force insurance policies on behalf of the agent and their client.

Responsibilities

As the Policy Owner Services Representative, your main goal is to accurately and efficiently process policy management requests on in-force insurance policies. You will review all incoming requests to determine how to assist the agent and their clients and follow-up on those pending requests to ensure all requirements are completed correctly and in a timely manner, while providing a high level of service.

To be successful, you will: Serve as a liaison between agent & insurance carriers on pending requests. Review in-force policy requests and determine the best way to process the request to meet the needs of our agent and the client. Process requests: Send blank forms, obtain information from websites, contact carriers for address changes and information, etc. Verify correct forms have been used and obtain updated versions if needed. Monitor the progress of pending requests and provide ongoing updates to the agent. Access applicable websites as necessary in the verification process. Accurately document, track and update case-specific data on internal AMS and CRM platform. Participate in team phone queue and support queue requests. Stay abreast of varying state and federal regulations as well as carrier requirements.

Talents and Abilities

Prioritization Time management Organized Sense of urgency Problem-solving Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Demonstrate PC literacy with ability to maneuver within multiple systems and applications. Working knowledge of MS Office software & Internet software and Microsoft applications. Strong interpersonal skills Able to quickly learn use of internal and carrier software.

Education and Experience

High school diploma/GED One to three months related experience in customer service field and/or training or Equivalent combination of education and experience.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge.

Why?

Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily.

Joining us means

being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.

• Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online.

Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.

For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.

In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.