New Policy Specialist jobs in Ohio

Position: Policy Services Specialist

Reports to: Insurance Manager

FLSA Status: Non-exempt

Last Revision: 02.02.2024

Position Summary

The Policy Service Specialist works closely with policy owners, agents and branches to provide life insurance policy information and handle the administrative duties behind insurance policy maintenance, claim processing, dividend handling and commission payments. In addition, prepare all forms relating to service and maintenance of our policies, review them for accuracy and completeness. Make data changes to the policy system and process claims for payment after verification.

Essential Functions

• Answer phone calls determine what kind of help or information is needed. Explain policy provisions and transaction processing.
• Assist members with making choices, completing forms and conversion applications
• Send out forms/letters for various transactions and process when returned
• Prepare loan origination paperwork and process
• Process insurance policy claims and change requests
• Print and distribute outgoing policy notices on a monthly, semi-annual and annual basis
• Balance and distribute commissions on a twice-monthly basis.
• Maintain filing and archiving system
• Other duties as assigned

Education & Experience

• High school diploma or equivalent
• Insurance License
• 1 – 2 years’ experience working in an office setting
• Proficiency with Microsoft Office Suite

Work Environment

This job is performed in a professional office environment. This is a full-time position with business hours Monday through Friday. Hours of work are typically 8:00 a.m. to 4:30 p.m. Additional hours may be worked as appropriate. Work is routinely performed using standard office equipment such as computers, phones and copiers, in a fast-paced environment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing duties of this job, the employee is regularly required to talk, hear, sit for long period of time, use of hands and fingers to keyboard, use of standard office equipment such as computers, phones and copiers, navigating about the office and viewing materials and equipment needed to perform required tasks. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds. Work also requires ability to reach into top filing cabinet drawers and bend or stoop to reach into bottom filing cabinet drawers.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Travel requirement:

• No travel

Work setting:

• In-person

Ability to Commute:

• Beachwood, OH 44122 (Required)

Work Location: In person