Policy Services Associate I, SSL

Key Responsibilities

• Archiving documents in an electronic filing system.
• Updating the policy database.
• Assisting with mailroom/office supply needs.
• Performing administrative duties related to billing, premium processing, suspense management, and research for self-administered and list billed inforce policies.
• Handling policy-related communications with internal and external customers.
• Assisting with matters related to broker of record changes.
• Scanning physical paperwork for electronic distribution/filing.
• Processing new business applications.
• Maintaining the internal policy database.
• Updating the policy database based on instructions/correspondence.
• Supporting the accounting department with reversals due to returned checks and cancelled online credit card and ACH payments.
• Following set protocols for handling unpaid payments.
• Partnering with internal departments such as Accounting, Underwriting, and Policy Services.
• Adhering to a strict follow-up schedule for all written and oral correspondence.
• Supporting mail functions including sorting, stuffing envelopes, stamping, and delivery to the post office.
• Communicating matters needing managerial assistance.
• Performing other duties and responsibilities as assigned.
• Working on special projects as needed.

Requirements & Tech Stack

• PC skills using MS Office (Word, Excel, and Outlook)

Qualifications

• High School Diploma required.
• Well-developed organizational and time management skills.
• Outstanding interpersonal skills with the ability to establish working relationships with individuals at varying levels both within and outside of the organization.
• Confidence, patience, tact, and diplomacy when dealing with difficult situations.
• Proficiency in English.
• Must possess effective written and verbal communication skills.
• Ability to troubleshoot and resolve problematic issues.
• Ability to work effectively as part of a team, filling in for co-workers when needed.
• Must be able to work on-site as per assigned schedule and when adjustments are needed due to staffing needs.
• No travel required.
• Physical requirements include:
• Sitting for prolonged periods.
• Frequent standing and walking distances up to one mile.
• Bending, crouching, kneeling, reaching.
• Occasional lifting of 25lbs.
• Extensive typing.
• Picking up and holding small objects.
• Using primarily fingers rather than the entire hand.
• Visual acuity sufficient for data analysis, transcription, computer terminal viewing, and extensive reading.
• Hearing sufficient to understand verbal instructions and answer telephones.

Experience gained from any combination of formal education, on-the-job training, and/or work and life experience may be considered equivalent.