Policy Owner Services Representative

ASH Brokerage•Fort Wayne, IN

1d•Onsite

About The Position

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

High school diploma/GED
One to three months related experience in customer service field and/or training; or equivalent combination of education and experience.
Prioritization
Organized
Time management
Problem solving
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Strong interpersonal skills
Strong phone and computer skills, specifically Microsoft Excel and Word
Ability to quickly learn use of our internal and carrier software

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 request and determine the best way to process the request to meet the needs of our agent and their client.
Handle basic policy requests.
Verify correct forms have been used from our library as well as obtain updated versions to keep our library current.
Monitor the progress of any pending request and provide ongoing updates to the agent.
Access applicable websites as necessary in the verification process.
Call carrier when applicable, if information in not available on their websites.
Accurately document, track and update case-specific data on internal AMS and CRM platform.
Sustain focus on service that is provided to our agents.
Work to understand basics of our phone queue and etiquette and prepare to do some queue work.
Stay abreast of varying state and federal regulations as well as carrier requirements.