Policy Specialist

Job Summary

The Client Services Policy Specialist is an experience customer support position providing advanced administrative processing of customer requests.

Essential Functions

• Serves as primary backup to Client Service Representatives
• Reviews Power of Attorney’s, Divorce Decree’s, Trust documents
• Handles all client service complex work types
• Performs extensive auditing of all materials, policy change forms, agent handling, etc. 
• Handles Not Taken requests and refunds
• Orders forms and policy information and mails to policyholders
• Mails: Annuity maturity letters, IVR and Option Annuity statements, ANNV quotes and letters, Requests for annuity cost basis, and Policy information requests.
• Processes cost basis work type through AWD
• Records cost basis on computer
• Processes simple Beneficiary changes
• Processes Ownership Changes and Policy Changes

Knowledge, Skills & Abilities

• Strong organizational skills
• Demonstrated skill and ability in dealing with the public
• Knowledge and skill at applying customer service theories and practices
• Strong written and oral communication skills necessary
• Basic Computer skills.10-Key by touch or sight.
• Prior knowledge of Legal documents preferred

Education & Experience

• High school or GED required
• 5+ years customer service experience
• 2-3 years Prior insurance industry experience 

Licenses & Certifications

•  None required
• Completion of LOMA insurance courses I and II required within first year of employment.

Supervision & Leadership

• No Supervision responsibilities

Work Environment

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
• Regular and predictable attendance is required. Overtime may be required at peak times. 
• The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear. 
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Statement of Other Duties Proviso

• The information contained in this job description is not intended to be an all-inclusive list of duties and responsibilities, skills and abilities, or other listed requirements.
• Management may, at its discretion, assign, reassign, or add additional duties and responsibilities to this job at any time.
• The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.