Policy Services Representative

CRC Group•Flower Mound, TX

6d•Onsite

About The Position

Provides intermediate-level support for processing policy documents, managing endorsements, and maintaining accurate policy records. Ensures compliance with company standards and regulatory requirements while delivering timely and accurate service to internal teams and external clients.

Requirements

High school diploma or equivalent.
2 or more years of experience in insurance operations, policy servicing, or a related administrative role.
Demonstrated understanding of policy administration processes and systems.
Strong attention to detail and accuracy in handling documentation and data entry.
Proficiency in policy administration systems and Microsoft Office applications.
Effective written and verbal communication skills for internal and external interactions.
Ability to prioritize tasks and manage time in a high-volume, deadline-driven environment.
Problem-solving skills to resolve discrepancies in policy servicing activities.

Responsibilities

Process policy changes, endorsements, cancellations, and reinstatements in accordance with company guidelines.
Review documentation for accuracy and completeness before submission or policy issuance.
Maintain policy records and documentation in system databases accurately and efficiently.
Respond to inquiries from agents, brokers, and internal teams regarding policy status or documentation requirements.
Collaborate with underwriting and claims teams to ensure policy servicing aligns with underwriting intent.
Assist in preparing reports, summaries, and correspondence related to policy servicing activities.
Ensure adherence to company policy, regulatory requirements, and service-level agreements.