Policy Change Senior Associate AH
About The Position
The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary The Policy Change Senior Associate plays a critical role in reviewing and analyzing policy change forms to ensure completeness and compliance with basic underwriting requirements. You will review and analyze each change request to determine if the necessary details are provided to meet the requirements for processing. Using various system platforms, you’ll input information received in paper or electronic submissions. Additionally, you will develop an understanding of state-specific rules and guidelines to ensure policy changes align with regulations. Customer service support is an essential aspect of this role, where you will answer questions regarding policy contracts and the policy change process.
Requirements
- Education: High School Diploma or GED.
- Experience: 2+ years of experience in customer service, insurance experience preferred.
- Familiarity with policy change processes and various system platforms.
- Strong attention to detail in data entry and policy analysis.
- Strong communication skills for customer service and team collaboration preferred.
Nice To Haves
- Experience with life insurance and complex health policies preferred.
- Ability to prioritize tasks and manage multiple responsibilities preferred.
- Strong integrity and ethical decision-making.
- Willingness to learn and take on new challenges.
- Ability to work independently and as part of a team.
- High adaptability in a fast-paced environment.
- Strong attention to detail and process compliance.
Responsibilities
- Meet or exceed daily production targets of 35 health and life policy changes.
- Deliver customer service through phone, email, and written communication.
- Perform basic risk assessments.
- Develop an understanding of state regulations and requirements to make appropriate policy changes.
Benefits
- A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
- An annual incentive bonus plan
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
- A supportive, responsive management approach and opportunities for career growth and advancement
- Paid parental leave and adoption/surrogacy assistance
- An employee giving program that double matches your donations to eligible nonprofits and schools
- Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
