Policy Owner Services Specialist – Medicare Support

Integrity; Clearwater (FL); On-site; USD 21,000 - 29,000; Full time

Job summary

Insurance Administrative Solutions in Clearwater, FL is hiring for a Customer Service role in Policy Owner Services. You will handle Medicare Supplement inquiries, document calls, and update customer records in a friendly, accurate manner.

The position requires a high school diploma or GED, up to 2 years of customer support experience, and familiarity with Microsoft Office. Insurance background is preferred; training is provided.

Qualifications

• High school diploma or GED equivalent.
• Insurance background preferred.
• Up to 2 years of proven customer support experience.
• Strong phone contact handling skills and active listening.
• Familiarity with Microsoft Office products.
• Ability to adapt and respond to different types of people and tasks.
• Excellent communication and documentation skills.
• Ability to multi-task, prioritize, and manage time effectively and efficiently.
• Reliable transportation and the ability to be punctual and dependable.
• May have agent license but no active appointments.

Responsibilities

• Answer incoming Medicare Supplement calls in accordance with quality standards to provide information to agents/ insured about the status of a policy or any other question they may have.
• Place outgoing calls to provide or obtain information.
• Document all calls while in progress using the online documentation program.
• Transfer or refer misdirected calls to the appropriate individual, department or offices outside the company, using approved transfer and referral techniques.
• Process customer requests using internal and client-mandated procedures.
• Produce correspondence to customers using approved letters.
• Fully document policy file or image system with all related material to leave a clear and concise audit trail.
• Efficiently process the Bank Changes, Cancel NR, Death NR, Address Changes and ID Cards
• Communicate openly with Supervisor and other team members to ensure accurate responses and to avoid duplication of efforts.

Skills

Phone handling

Active listening

Communication

Documentation

Multi-tasking

Time management

Adaptability

Reliability

Customer service

Education

High school diploma or GED equivalent

Tools

Microsoft Office

Job description

Insurance Administrative Solutions in Clearwater, FL is hiring for a Customer Service role in Policy Owner Services. You will handle Medicare Supplement inquiries, document calls, and update customer records in a friendly, accurate manner.

The position requires a high school diploma or GED, up to 2 years of customer support experience, and familiarity with Microsoft Office. Insurance background is preferred; training is provided.