Policy Service Specialist

• Keep clients informed by providing timely updates on application progress and maintaining regular communication with insurance carriers to move cases forward
• Review new leads and policy submissions carefully, verify information for accuracy, and complete follow-up tasks needed to support efficient processing
• Respond to client questions with patience and professionalism, resolve service-related concerns, and deliver a positive customer experience
• Use Microsoft Outlook, Word, Excel, and CRM tools to organize records, document activity, monitor status changes, and prepare basic tracking information
• Maintain precise and current account details by entering, updating, and checking data with a strong focus on accuracy
• Adjust quickly to changing workloads, shifting priorities, and additional assignments that support team goals and operational needs
• Partner with internal teams and external carriers to ensure communications are clear, timely, and aligned with service expectations

• 4-Year College Degree
• Prior experience in customer service, customer support, or a related client-facing role, preferably within insurance or financial services
• Working knowledge of Microsoft Office applications, including Outlook, Word, and Excel
• Comfort using CRM systems like Salesforce and other computer-based tools to manage client and case information
• Strong verbal and written communication skills with the ability to interact professionally and empathetically with clients and business partners
• High attention to detail and the ability to manage administrative work accurately while handling multiple tasks
• Adaptability, sound judgment, and a willingness to learn new processes in a changing environment
• A proactive and dependable approach to work, with the ability to take direction and contribute effectively to team objectives

Bilingual communication skills are a plus

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan