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Policy Service Specialist

United States, Las Vegas · Job Posted February 13, 2026
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Job Description

We are looking for a Policy Service Specialist to join our team in Las Vegas. In this role, you will play a vital part in supporting our annuity and life insurance operations by providing outstanding service to clients and carriers. This Contract to Permanent position offers an excellent opportunity for someone who is attentive to detail, thrives in a fast-paced, collaborative environment, and is committed to delivering exceptional customer experiences.

Job Responsibility

  • 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

Requirements

  • 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

Nice to have

Bilingual candidates are encouraged to apply

What we offer

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

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