Senior Policy Service Associate

This is a fully remote position, open to applicants in New York, +1 more state.

📋 Description

• Manage contract modifications, reinstatements, and reprojections utilizing technical skills and in-depth product knowledge.

• Examine and process court documents in accordance with state regulations, collaborating with the Legal department.

• Address complex processing challenges and provide processing assistance.

• Support the training of Policy Service personnel.

• Handle policy surrenders, cancellations, 1035 exchanges, and qualified rollovers.

• Assess policy status and provisions, document transactions, and reach out to policyowners for clarification when necessary.

• Confirm cost basis and perform gain calculations as required.

• Manage beneficiary changes and policy assignments in line with state and company policies.

• Process entries from the Death Master Registry and handle death notifications received from Claims.

• Process, update, and oversee Authorization to Release Information reports.

• Evaluate and process requests for duplicate policies.

• Deliver internal and external customer service, which includes mailing forms, interpreting requests, responding to inquiries from the website, and completing processing tasks.

• Execute service requests assigned by the Billing and Call Center teams.

• Process insurance verifications requested by external sources.

• Assist Department Management with procedures, internal audits, and staff inquiries.

• Review and analyze daily and monthly policy and account reports for accuracy and timeliness.

• Provide and update policy information related to bankruptcies, tax levies, and subpoenas as instructed by Legal.

• Handle forms for lost and uncashed checks and complete direct deposits of funds.

• Perform additional tasks as assigned by management.

⛳️ Requirements

• 4–6 years of experience in Customer Care/Support is required.

• 1–2 years of experience in a life insurance or accounting setting is required.

• Intermediate proficiency in Microsoft Word and Excel is essential.

• Proven leadership capabilities are required.

• Exceptional written and verbal communication skills.

• Strong data entry abilities.

• Capability to execute work with precision and thoroughness.

• Adaptability to change and the ability to work under pressure.

• Proficiency in meeting both internal and external customer needs.

• Keen attention to detail is necessary.

• Ability to prioritize and organize a heavy workload effectively.

• Capability to multitask efficiently.

• Proven track record of taking on increasing levels of responsibility.

• Dependability is a must.

• An Associate Degree in Business is required; a degree in a related field is also acceptable.

• Familiarity with department policies, product lines, and administrative practices is preferred.

• Industry-recognized certifications are preferred.

• Fluency in Spanish is an advantage.

• Applicants must obtain a Career Advancement Application from Human Resources or the ADP Portal to apply.

🏝️ Benefits

• Flexibility for telecommuting.

• Competitive salary along with a benefits package.

• Relocation assistance is not offered.

• Visa sponsorship is not available.