Policy Services Representative

CRC Group • Flower Mound, TX

2d • Onsite

About The Position

The Policy Service Representative will provide exemplary customer service in a fast paced, high call volume environment. The representative will display effective time management and sound decision-making abilities. The representative will deliver meticulous underwriting with attention to detail.

Requirements

• High school diploma or equivalent is required.
• 2 or more years of experience in insurance operations, policy servicing, or a related administrative role.
• Demonstrated understanding of policy administration processes and systems.
• Proficiency in policy administration systems and Microsoft Office applications.
• Strong attention to detail and accuracy in handling documentation and data entry.
• 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.

Nice To Haves

• Fluent in English and Spanish (preferred)
• Auto insurance knowledge (preferred)
• General Lines P&C Agent License

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.

Benefits

• medical, dental, vision, life, disability, and AD&D insurance
• tax-advantaged savings accounts
• a 401(k) plan with company match
• generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more
• restricted stock units and/or a deferred compensation plan (for eligible positions)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED