Senior Insurance Servicing Specialist

Socket.dev; Fort Worth (TX); On-site; USD 48,000 - 64,000; Full time

Job summary

Socket.dev is seeking an Insurance Servicing Specialist to handle a high-volume mailbox of servicing requests, from intake to resolution, ensuring accurate documentation and timely responses. You will research records, coordinate with partners, and perform proactive outreach to clients and agents to obtain necessary documentation and close items.

The role emphasizes process improvement, audit-ready records, and collaboration across teams in a fast-paced environment.

Qualifications

• Experience in insurance servicing, policy or coverage review.
• Ability to manage high-volume inbox and prioritize to resolution.
• Strong research to identify root causes and paths to resolution.
• Clear written and verbal communication with clients and partners.
• Maintain audit-ready documentation.
• Manage follow-ups and aging items to closure.
• Ability to work quickly in a fast-paced environment.
• Customer-focused with proactive outreach.
• Collaborate effectively across teams.
• Proficient in Microsoft Office.

Responsibilities

• Serve as a primary point of contact for insurance servicing mailbox requests and inquiries, ensuring timely and accurate resolution.
• Own assigned queue items and prioritize work based on risk, aging, and business impact; document actions and outcomes clearly.
• Perform proactive outreach to clients and/or insurance agents to obtain documentation, confirm coverage details, resolve discrepancies, and provide status updates.
• Research and resolve routine to complex servicing requests, including policy updates, evidence of insurance, coverage validations, document corrections, and follow-ups; route items appropriately when required.
• Partner with cross-functional teams to investigate, resolve, and close exceptions in alignment with servicing standards and applicable requirements.
• Track outstanding items, follow-ups, and documentation needs to reduce aging and prevent rework; maintain accurate, audit-ready records.
• Review and manage exception and aging reports as assigned; elevate emerging risks or time-sensitive items through appropriate channels.
• Support special projects such as process enhancements, reporting, audit or exam support, training materials, and operational readiness activities.
• Identify opportunities to improve turnaround time, strengthen controls, and enhance the client and insurance agent experience.
• Perform quality control reviews of processes and documentation where needed.
• Support non-flood insurance servicing and assist with flood-related items (including renewal outreach) as needed.

Skills

Insurance servicing

Inbox management

Issue research

Communication

Documentation

Follow-ups

Fast-paced work

Customer focus

Cross-team collaboration

Tools

Microsoft Office

Job description

Socket.dev is seeking an Insurance Servicing Specialist to handle a high-volume mailbox of servicing requests, from intake to resolution, ensuring accurate documentation and timely responses. You will research records, coordinate with partners, and perform proactive outreach to clients and agents to obtain necessary documentation and close items.

The role emphasizes process improvement, audit-ready records, and collaboration across teams in a fast-paced environment.