Policy Services Specialist – Detail-Driven & Client-Focused

CRC Group; Flower Mound (TX); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Paid time off

New parent leave

Job summary

CRC Group is seeking a Policy Services Representative in Flower Mound, TX, to deliver exemplary customer service in a fast-paced environment. You will process policy changes, review documentation, and maintain accurate records while coordinating with underwriting and claims teams.

The role requires a high school diploma or equivalent, 2+ years in insurance operations, and bilingual English/Spanish is preferred.

Qualifications

• High school diploma or equivalent required.
• 2+ years of experience in insurance operations, policy servicing, or related administrative role.
• Fluent in English and Spanish preferred.
• General Lines P&C Agent License is required/certifications.

Responsibilities

• Process policy changes, endorsements, cancellations, and reinstatements in accordance with company guidelines.
• Review documentation for accuracy and completeness before submission or policy issuance.
• Maintain policy records and documentation in system databases accurately and efficiently.
• Respond to inquiries from agents, brokers, and internal teams regarding policy status or documentation requirements.
• Collaborate with underwriting and claims teams to ensure policy servicing aligns with underwriting intent.
• Assist in preparing reports, summaries, and correspondence related to policy servicing activities.
• Ensure adherence to company policy, regulatory requirements, and service-level agreements.

Skills

Attention to detail

Time management

Communication

Problem-solving

Bilingual English/Spanish

Education

High school diploma or equivalent

Tools

Policy administration systems

Microsoft Office

Job description

CRC Group is seeking a Policy Services Representative in Flower Mound, TX, to deliver exemplary customer service in a fast-paced environment. You will process policy changes, review documentation, and maintain accurate records while coordinating with underwriting and claims teams.

The role requires a high school diploma or equivalent, 2+ years in insurance operations, and bilingual English/Spanish is preferred.