Policy Services Specialist: Ownership & Updates

Edgewoodpartnersinsurancecenter; New Castle (PA); On-site; USD 42,000 - 63,000; Full time

Benefits offered by this job

Paid Time off

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness program

Employee referral bonus

Job summary

EPIC Insurance Brokers & Consultants in New Castle, PA is seeking an on-site Insurance Administrative Specialist to support policy servicing, client communications, and insurer interactions. You will help with premium payments, beneficiary changes, and data updates.

Ideal candidates have a high school diploma, strong customer service, sharp attention to detail, and the ability to multitask in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Strong customer service skills and attention to detail.
• Ability to multitask in a fast-paced environment.
• Proficiency with Microsoft Office, especially Outlook and Word.

Responsibilities

• Receive communication from insurance companies regarding clients’ policies and respond accordingly.
• Provide courtesy notifications to clients whose premium payments are late.
• Assist clients with servicing of existing policies, including beneficiary/ownership changes, bank changes, premium mode changes, and duplicate policy requests.
• Handle Agent of Record changes, coverage reductions, lapse and reinstatement, cancellations, and death claims.
• Update database to reflect policy changes and client contact information.
• Coordinate with financial institutions and insurers to process collateral assignments of life insurance policies.
• Process policy suspension and reinstatement due to military deployment.

Skills

High level customer service

Attention to detail

Multitasking

MS Office

Education

High School Diploma or equivalent

Job description

EPIC Insurance Brokers & Consultants in New Castle, PA is seeking an on-site Insurance Administrative Specialist to support policy servicing, client communications, and insurer interactions. You will help with premium payments, beneficiary changes, and data updates.

Ideal candidates have a high school diploma, strong customer service, sharp attention to detail, and the ability to multitask in a fast-paced environment.