Policy Specialist

Jewelers Mutual Group; Neenah (WI); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Competitive compensation

Benefits

Volunteer time & gift matching

Great place to work certification

Job summary

Jewelers Mutual Group in Neenah, WI, is seeking a Personal Lines Policy Specialist to review data and correspondence for new submissions and existing policies, ensuring accuracy and timeliness.

You will verify information, process policy changes, and communicate with policyholders and jewelers via phone, email, chat and SMS, using Truepic verification when needed.

Qualifications

• High school diploma or GED.
• Proficiency with Word, Excel, Outlook and PowerPoint.
• Preferred: 3 months to 1 year of customer service experience.
• Background in property/casualty insurance and jewelry industry preferred.

Responsibilities

• Reviews and analyzes work related to Personal Lines policies from multiple channels.
• Verifies policyholder information is complete and criteria are met for processing.
• Compares manual-entry and pre-filled data with source documents to avoid errors.
• Correspond with policyholders and jewelers via omnichannel to obtain information or advise on status.
• Utilize Truepic photo verification when requesting additional information.
• Stay updated with knowledge of all policies, systems, and services.
• Maintain accuracy and quality; support ongoing customer relationships.
• Embrace change, lead by example, maintain positive work environment.
• Report to work on schedule with reliable attendance.
• Support and live out Core Values.

Skills

Customer service

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Summary

Our Personal Lines Policy Specialist reviews data and correspondence for new submissions and existing policies by verifying information is accurate and complete. Processes changes and updates to the policy according to company policies and procedures. Consistently meets expectations for quality, accuracy, and timeliness.

Summary

Our Personal Lines Policy Specialist reviews data and correspondence for new submissions and existing policies by verifying information is accurate and complete. Processes changes and updates to the policy according to company policies and procedures. Consistently meets expectations for quality, accuracy, and timeliness.

Why Jewelers Mutual

Since 1913 we've been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we're financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.

As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.

We're dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.

Here, You'll

• Move fast and embrace change
• Always look for better ways
• Grow, thrive, and help shape what's next

Join us and be part of a culture where you can make an impact while building your future.

What You'll Do

• Reviews and analyzes work related to Personal Lines policies through various channels that includes USPS, e-mail, fax, Lockbox exceptions, and others.
• Verifies policyholder information is complete and criteria are met for processing.
• Compares manual-entry and pre-filled data with source documents to eliminate errors.
• Correspond with policyholders and/or jewelers via omnichannel (telephone, email, chat and SMS) to obtain information or inform them of policy status or changes.
• Utilize the Truepic photo verification platform when requesting additional information from policyholders.
• Staying updated with knowledge of all required policies and procedures, systems, and services.
• Excels in accuracy and quality and views these skills as critical to the success of ongoing relationships with our customers and coworkers.
• Embraces change, leads by example, maintains a positive work environment and ongoing learning culture.
• Report to work at scheduled time with reliable and predictable attendance.
• Supports and lives out our Core Values.

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Qualifications

• High school diploma or GED
• Proficiency in Microsoft suite applications including Word, Excel, Outlook, and PowerPoint.

Preferred Qualifications

• 3 months to 1 year of customer service experience
• Property/casualty insurance background and jewelry industry experience

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

What We Offer You

• Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.
• Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
• Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
• Great Place to Work Certified: Join a team recognized for an environment of innovation and growth.

Accessibility and Accommodations

We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting [e-mail].