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Robert Half Logo Robert Half · Insurance

Policy Service Specialist

United States, Las Vegas Employment contract · Job Posted July 03, 2026
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Job Description

We are looking for a Policy Service Specialist to support annuity and life insurance operations in Las Vegas, Nevada. This Contract to Permanent position is ideal for someone who combines strong customer service instincts with careful administrative follow-through and clear communication. In this role, you will work closely with clients and insurance carriers, helping move policies forward while maintaining accuracy, responsiveness, and a high standard of service.

Job Responsibility

  • Communicate with clients regularly to provide timely updates on application progress and coordinate prompt follow-up with insurance carriers
  • Review incoming leads and policy-related information, verify details for completeness and accuracy, and keep related tasks moving to completion
  • Manage administrative support activities connected to annuity and life insurance servicing while maintaining organized and current records
  • Use Microsoft Outlook, Word, Excel, and related systems to document interactions, monitor workflow, and prepare basic reports or status tracking
  • Respond to client questions with empathy and solution-focused communication that supports a positive service experience
  • Maintain a high level of accuracy when entering, reviewing, and updating policy and client information across multiple systems
  • Adjust effectively to changing business needs and contribute to special assignments or process-related projects as requested by leadership
  • Represent the organization in a detail-focused manner through dependable service, strong communication, and consistent attention to client needs

Requirements

  • Bachelor's degree required
  • Experience with customer service, customer support, or a related client-facing function
  • Working knowledge of Microsoft Office applications, including Outlook, Word, and Excel
  • Ability to learn new processes and tools quickly, including platforms such as Salesforce
  • Strong written and verbal communication skills
  • bilingual abilities are a plus
  • Detail-oriented approach with the ability to stay organized and accurate in a fast-paced environment
  • Flexibility to manage shifting priorities and support additional projects when needed

What we offer

  • Medical, vision, dental, and life and disability insurance
  • Enrollment in company 401(k) plan
  • Free online training
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