Policy Administration Associate
Core
Manage high-volume policy servicing requests, maintain accurate policy records, and provide dedicated phone-based support to policy holders as a third-party administrator.
Role type
Operations associate (policy administration)
Builds
Policy servicing workflows and customer support operations
Domain
Life insurance technology
Deliverable
client delivery
Required skills
policy servicing, record maintenance, phone support, Salesforce proficiency, cross-functional collaboration, process improvement
Preferred skills
life insurance industry experience, problem-solving, time management
Responsibilities
manage high volume of policy servicing requests, maintain accurate policy records and transactions, handle customer phone calls, partner with CX/Sales/Underwriting/Product teams to resolve escalations, identify opportunities to improve processes
Seniority
Mid-level, hands-on IC
