Policy Service Associate

Job Summary

A company is looking for a Policy Service Associate responsible for providing customer service and ensuring compliance with regulatory guidance.

Key Responsibilities

• Process various policy service requests including beneficiary changes and reinstatements
• Communicate with agents and customers regarding post-issue service inquiries
• Maintain records of customer interactions and assist during peak call times

Required Qualifications

• Minimum of 3 years experience in customer support
• Experience in accounting or bookkeeping preferred
• Experience in the insurance industry preferred
• Associate's degree in business or a related field required
• Basic knowledge of Microsoft Word and Excel