Policy Owner Services Representative

Integrity Marketing Group•Fort Wayne, IN

About The Position

For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of 350 is the same service-centered culture as we were in 1971. Ash Brokerage works with financial professionals to help find, understand and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings. On the Policy Owner Services Team, we’re proud to play a vital part in the insurance process. We process policy management requests on in-force insurance policies on behalf of the agent and their client.

Requirements

Prioritization
Time management
Organized
Sense of urgency
Problem-solving
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Demonstrate PC literacy with ability to maneuver within multiple systems and applications.
Working knowledge of MS Office software & Internet software and Microsoft applications.
Strong interpersonal skills
Able to quickly learn use of internal and carrier software.
High school diploma/GED
One to three months related experience in customer service field and/or training or Equivalent combination of education and experience.

Responsibilities

Accurately and efficiently process policy management requests on in-force insurance policies.
Review all incoming requests to determine how to assist the agent and their clients.
Follow-up on pending requests to ensure all requirements are completed correctly and in a timely manner, while providing a high level of service.
Serve as a liaison between agent & insurance carriers on pending requests.
Review in-force policy requests and determine the best way to process the request to meet the needs of our agent and the client.
Process requests: Send blank forms, obtain information from websites, contact carriers for address changes and information, etc.
Verify correct forms have been used and obtain updated versions if needed.
Monitor the progress of pending requests and provide ongoing updates to the agent.
Access applicable websites as necessary in the verification process.
Accurately document, track and update case-specific data on internal AMS and CRM platform.
Participate in team phone queue and support queue requests.
Stay abreast of varying state and federal regulations as well as carrier requirements.