Policy Service Specialist

Policy Service Specialist

We are looking for a dedicated Policy Service Specialist to join our team in Las Vegas, Nevada. In this role, you will support our annuity and life insurance operations by delivering exceptional customer service and managing a variety of administrative tasks. This is a long-term contract position offering an excellent opportunity for growth within the insurance industry.

Responsibilities:

• Provide timely updates to clients on the progress of their applications and follow up with carriers within designated timeframes.
• Review and process incoming leads, ensuring accurate data entry and proper administrative follow-through.
• Adapt to changing priorities and contribute to special projects or initiatives as directed by leadership.
• Utilize Microsoft Outlook, Word, Excel, and other tools to maintain client records, prepare reports, and track operational tasks.
• Deliver thoughtful and empathetic communication to address client inquiries and resolve issues effectively.
• Ensure all records and processes are handled with a high level of attention to detail and accuracy.
• Represent the company with integrity and uphold its values in every interaction.

Requirements:

• Proficiency in Microsoft Outlook, Word, and Excel, as well as other computer applications.
• Strong ability to learn quickly, adapt to new tasks, and follow directions effectively.
• Excellent verbal and written communication skills; bilingual candidates are highly encouraged to apply.
• A proactive and growth-oriented mindset, with enthusiasm for continuous learning.
• Exceptional attention to detail and the ability to maintain focus in high-pressure situations.
• Flexibility to take on special projects and adjust to shifting priorities as needed.