Also referred to as: Policy Operations Senior Clerk, Policy Processing Clerk, Sr., Policy Processing Coordinator II
Requirements and Responsibilities

Policy Processing Specialist II is responsible for modifying, updating, and processing existing policies and claims to reflect any changes in beneficiary, amount of coverage, or type of insurance. Evaluates information from application for completeness, accuracy, and policy requirements. Being a Policy Processing Specialist II responds to questions from customers, processes payments, issues premium notices, and enters billing/account changes. May cancel policies for late or no payment of premium. Additionally, Policy Processing Specialist II requires a high school diploma or equivalent. Typically reports to a supervisor. The Policy Processing Specialist II works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Policy Processing Specialist II typically requires 1-3 years of related experience.

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