Policy Owner Services Specialist - Insurance Policy Liaison

Integrity Marketing Group; Fort Wayne (IN); Sur place; USD 42 000 - 54 000; Plein temps

Avantages offerts par ce poste

Equal Opportunity Employer

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Customer service

Time management

Organizational skills

Problem-solving

PC literacy

MS Office

Interpersonal skills

Fast learner

Formation

High school diploma/GED

Outils

AMS

CRM

MS Office suite

Description du poste

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.