Policy Services Associate

Strategic Staffing Solutions; City of Cohoes (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

Strategic Staffing Solutions is seeking a Policy Services Associate to support life insurance policy administration and client services within the Insurance Services team in New York. The role requires strong analytical and organizational skills, attention to detail, and the ability to manage multiple priorities with high accuracy and confidentiality.

Visa sponsorship is available, and the position is a 40-hour-per-week contract with a W2 arrangement.

Qualifications

• Bachelor's degree required.
• Strong MS Office skills (Word, Excel, PowerPoint, Outlook) and Windows proficiency.
• Demonstrated analytical, research, and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong organizational and time-management abilities.
• Ability to manage multiple assignments and deadlines while maintaining accuracy.
• Ability to work independently and in a team.
• Ability to handle confidential client and financial information with discretion.

Responsibilities

• Review and process client policy service requests, verifying required authorizations, documentation, and compliance with policy requirements.
• Monitor in-force life insurance and annuity policies, including policy reviews and premium verification.
• Schedule and coordinate client calls to discuss policies and provide policy-related support.
• Respond to policy inquiries and collaborate with internal teams to resolve issues.
• Coordinate daily operational activities and complete team-specific assignments.
• Perform quality reviews to ensure accuracy and adherence to procedures.
• Navigate multiple systems to research, update, and maintain policy information.
• Identify unusual or potentially suspicious activities and escalate as needed.
• Support special projects and additional business initiatives as needed.
• Maintain strict adherence to quality standards and information security policies.

Skills

Attention to detail

Analytical skills

Communication skills

Time management

Independent work

Education

Bachelor's degree

Tools

Microsoft Office

Windows

Job description

This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.

Job Title: Policy Services Associate

Work Schedule: 8:00 AM - 4:30 PM or 8:30 AM - 5:00 PM (40 hours per week)

Pay: 40 per hr on W2

Position Overview

We are seeking a detail-oriented and service-driven Policy Service Associate to support life insurance and annuity policy administration for clients. This position is part of the Insurance Services team, which supports clients, Account Managers, and internal business partners by managing in-force insurance policies, processing client requests, and ensuring policy information is accurate and up to date.

The ideal candidate has strong analytical and organizational skills, excellent communication abilities, and the ability to manage multiple priorities while maintaining a high level of accuracy and confidentiality. This role requires working across multiple systems, reviewing policy documentation, coordinating client communications, and ensuring all activities comply with established business procedures and regulatory requirements.

Key Responsibilities

• Review and process client policy service requests, verifying required authorizations, documentation, and compliance with policy requirements.
• Monitor in-force life insurance and annuity policies, including conducting policy reviews and verifying premium payments.
• Schedule and coordinate client calls to discuss existing policies, address questions, and provide policy-related support.
• Respond to policy inquiries and partner with internal teams and business units to resolve outstanding issues.
• Coordinate daily operational activities and complete team-specific assignments as requested.
• Perform quality reviews of completed work to ensure accuracy, completeness, and adherence to established procedures.
• Navigate multiple systems and platforms to research, update, and maintain policy information.
• Identify unusual or potentially suspicious activities and elevate concerns appropriately.
• Support special projects and additional business initiatives as needed.
• Maintain strict adherence to quality standards, client service expectations, information security requirements, and compliance policies.

Required Qualifications

• Bachelor's degree required.
• Working knowledge of Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and Windows.
• Strong attention to detail and sound business judgment.
• Demonstrated analytical, research, and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong organizational and time-management abilities.
• Ability to manage multiple assignments, prioritize competing deadlines, and maintain accuracy.
• Ability to work independently while contributing effectively in a collaborative team environment.
• Ability to handle confidential client and financial information with discretion.
• Self-motivated, adaptable, and comfortable working in a fast-paced operational environment.

Preferred Qualifications

• Active Life and Health Insurance license.
• FINRA Series 6 or Series 7 registration.
• FINRA Series 63 or Series 66 registration.
• Previous experience with life insurance, annuities, policy administration, financial services, or insurance operations.
• Experience reviewing insurance documentation, processing policy changes, or supporting client service requests.

Ideal Candidate

The ideal candidate is a highly organized professional who enjoys working with clients, insurance policies, and detailed administrative processes. They are comfortable researching policy information, identifying discrepancies, following established procedures, and communicating with internal partners to resolve issues. A background in insurance operations or financial services is beneficial, particularly experience supporting life insurance or annuity policies.

This is an excellent opportunity for someone with a financial services or insurance operations background who enjoys detail-oriented work and providing high-quality client support.