Policy Services Representative

CRC Group•Flower Mound, TX

3d•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.
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.
Strong attention to detail and accuracy in handling documentation and data entry.

Nice To Haves

Fluent in English and Spanish
Auto insurance knowledge
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.