Policy Owner Services Specialist
Core
Process insurance policy changes, handle client communications, and manage policy servicing for dental and medical professionals.
Role type
Policy Owner Services Specialist
Builds
Tailored insurance solutions and expert guidance for clients
Domain
Insurance
Deliverable
client delivery
Required skills
High-level customer service, attention to detail, multitasking, Microsoft Office (Outlook, Word)
Responsibilities
Receive and respond to insurance company communications regarding client policies, provide courtesy notifications for late premium payments, assist clients with policy servicing (beneficiary changes, premium mode changes, cancellations, reinstatements, death claims), update databases with policy and contact changes, communicate with financial institutions for collateral assignments, process policy suspensions and reinstatements due to military deployment, provide high-quality customer service to established clientele