Policyholder Service Specialist

Integris Group; Glastonbury (CT); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Universal paid time off

Job summary

Integris Group in Glastonbury, CT is seeking a Policyholder Service Specialist to serve as the key contact in the Underwriting Department. This hybrid role involves professional interaction with clients, brokers, and team members, emphasizing organization, communication, and attention to detail.

The ideal candidate will have a preference for either an associate or bachelor’s degree and experience in underwriting. Benefits include medical, dental, vision insurance, 401(k) with company match, and more.

Qualifications

• Excellent oral and written communication skills.
• Detail-oriented and able to prioritize work.
• Demonstrated ability to work independently and multi-task.

Responsibilities

• Assist underwriters in preparing new and renewal business.
• Review submission material for accuracy.
• Maintain client relationships and ensure timely request completion.
• Prepare various reports for the Underwriting and Business Development Departments.

Skills

Communication skills

Organization skills

Time management

Customer Service orientation

Education

Associate or Bachelor's degree preferred

Underwriting Assistant or Insurance Agency Account Manager experience

Tools

MS Office Suite

Insurance information systems

Job description

Job Title: Policyholder Service Specialist

The Policyholder Service Specialist is the key point of contact for Integris Group in the Underwriting Department. This role is client‑facing and requires professional interaction with insureds, potential insureds, brokers and agents, regional sales executives, and Integris Group employees. The applicant must have excellent oral and written communication skills, be organized and detail‑oriented, and be able to prioritize work and assist in the Underwriting process. This position reports directly to the Director of Policyholder Services.

Responsibilities

• Partner with the Underwriting Team to assist underwriters in the preparation of new and renewal business, including file information, proper documentation, insured requests, and filing within systems.
• Review current insured submission material for accuracy and completion, verifying that data input is accurate and timely during file preparation and document uploading.
• Maintain broker, regional sales executive, and client relationships as assigned.
• Ensure requests from brokers, regional sales executives, and insureds are completed in a timely manner.
• Track renewal and new business to ensure invoices are paid in the portal to avoid cancellation.
• Assist in preparing insured certificates and loss histories, organizing them by date received and processing them within 48 hours.
• Work with Finance and Underwriting Departments to manage and communicate with insureds on overdue billing invoices, payment receipts, and general billing information.
• Prepare and run standard and various reports for the Underwriting and Business Development Departments.
• Perform miscellaneous duties, including project‑oriented work for the Underwriting department, replying to correspondence, and completing requests from vendors, brokers, and state insurance departments.
• Exhibit strong communication skills and professional communication within the company.
• Participate in the training of Associate Policyholder Service Specialists.

Qualifications and Skills

• Associate or Bachelor’s degree preferred.
• Underwriting Assistant or Insurance Agency Account Manager experience.
• Competent at using MS Office suite of products.
• Understanding of insurance information systems (underwriting, billing, etc.) preferred.
• Florida agent/insurance broker/producer license preferred.
• Excellent time management skills and ability to prioritize work.
• Attention to detail and problem‑solving skills.
• Strong organization skills and ability to multi‑task and work independently.
• Working knowledge of office equipment such as printers and fax machines.
• Customer Service oriented individual.
• Phone business acumen: ability to answer questions regarding insured premiums, payments, general coverage inquiries, certificates of insurance, and to transfer calls to the appropriate department.
• Understanding of insurance policy documents.
• Ability to prepare and send policy packets regularly and to organize and prepare envelopes for mailing.
• Ensure invoice reports and insured invoices match one another.
• Run regular system reports from dashboards and distribute on schedule accordingly.

Location

The Company currently follows a hybrid office/remote work schedule:

• Tues‑Thu – In office, Glastonbury, CT or Jacksonville, FL.
• Mon & Fri – Option to work remotely (following completion of 90‑day probationary period).

Benefits

• Medical, dental, and vision insurance
• Employee Assistance Program (EAP)
• Competitive salary
• 401(k) with company match
• Short‑term disability
• Long‑term disability
• Income protection
• Healthcare Savings Account
• Universal paid time off
• Company holidays
• Charitable giving opportunities
• Employee recognition

Integris Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.