Policy Records Specialist

Talentoma; New Jersey; Remote; USD 55,000 - 60,000; Full time

Job summary

Talentoma is seeking a fully remote associate to maintain policy records and support document workflows for agencies, policyholders, and internal servicing teams.

You will triage requests, reconcile changes, and ensure accuracy across renewals and coverage records, all within a structured training environment and collaborative servicing teams.

Qualifications

• Experience supporting policy files or document workflows.
• Familiarity with applications, endorsements, renewals, and coverage terminology.
• Ability to compare source documents and identify mismatched information.
• Comfort using spreadsheets, shared folders, and record-tracking platforms.
• Clear writing for status notes and follow-up requests.
• Sound judgment when handling confidential policyholder information.
• Fully remote work environment.
• Structured training on record procedures.
• Collaborative support from servicing teams.
• Defined workflows and quality feedback.

Responsibilities

• Triage agency and policyholder requests for record updates and document copies.
• Reconcile submitted changes against applications, endorsements, and renewal materials.
• Escalate missing signatures, conflicting details, or unclear coverage requests.
• Log request status and actions in the record-tracking system.
• Verify document completeness, naming conventions, and retention dates.
• Route validated files to servicing, billing, or underwriting partners.

Skills

Policy support

Document workflows

Account updates

Data entry

Recordkeeping

Confidential handling

Remote work

Training adherence

Team collaboration

Quality feedback

Tools

Record-tracking system

Spreadsheets

Job description

Monthly Pay: $4,900 - $5,400 USD per month

Summary:

Keep policy records accurate and accessible for agencies, policyholders, and internal servicing teams. This full-time, fully remote associate role supports reliable document workflows across policy changes, renewals, and coverage records.

Job Responsibilities:

• Triage agency and policyholder requests for record updates and document copies.
• Reconcile submitted changes against applications, endorsements, and renewal materials.
• Escalate missing signatures, conflicting details, or unclear coverage requests.
• Log request status and actions in the record-tracking system.
• Verify document completeness, naming conventions, and retention dates.
• Route validated files to servicing, billing, or underwriting partners.

Qualifications:

• Experience supporting policy files, document workflows, or account updates.
• Familiarity with applications, endorsements, renewals, and coverage terminology.
• Ability to compare source documents and identify mismatched information.
• Comfort using spreadsheets, shared folders, and record-tracking platforms.
• Clear writing for status notes and follow-up requests.
• Sound judgment when handling confidential policyholder information.
• Fully remote work environment.
• Structured training on record procedures.
• Collaborative support from servicing teams.
• Defined workflows and quality feedback.