Policy Service Specialist

• Communicate proactively with clients to provide updates on their applications and follow up with carriers promptly
• Process incoming leads, verify application details for accuracy, and manage administrative tasks efficiently
• Collaborate with leadership on special projects and adjust to shifting priorities as needed
• Utilize Microsoft Outlook, Word, Excel, and other computer applications to organize client data and generate reports
• Address client inquiries with courtesy and empathy, offering effective solutions to resolve issues
• Ensure all records and information are processed with exceptional attention to detail
• Represent the company's values by maintaining courteous and effective communication
• Contribute to the success of the team by staying adaptable and open to new challenges

• Proficient in Microsoft Outlook, Word, Excel, and other basic computer applications
• Ability to learn quickly, adapt to new tasks, and follow directions effectively
• Strong written and verbal communication skills
• A proactive and motivated approach to personal growth and being detail oriented
• Exceptional attention to detail and the ability to remain focused under pressure
• Flexibility to work on special projects and adapt to changing priorities
• Previous experience in customer service, insurance, or CRM software is highly desirable

Bilingual candidates are encouraged to apply

• Medical, vision, dental, and life and disability insurance
• Eligible to enroll in company 401(k) plan