A Policy Service Specialist processes incoming applications for new and renewing policies to include changes/updates according to company guidelines. Core responsibilities typically listed on the Policy Service Specialist Resume mentions the following- reviewing and screening requests, issuing new policies, calculating new premiums, serving assigned accounts by responding to inquiries and solving issues to concerns, handling complex situations, entering and updating policy records, applying appropriate rules and rates by accessing online manuals, entering cancellations, expirations, and partial cancellations into the systems, developing and applying basic knowledge of cancellation into the system, and performing limited underwriting reviews and rates.
Job skills that can highlight a resume are – knowledge of various online systems, the ability to enter data with speed and accuracy, experience in providing clerical support, and willingness to pursue professional insurance/technology courses. A high school diploma or GED is required. Experience in processing policies in underwriting applications is preferred.
Objective : As a Policy Service Specialist, Able to work well independently and as a team player, Able to adapt to different and difficult situations easily and smoothly, Highly organized and dependable. Proficient in meeting deadlines and performing job duties as requested.
Processed endorsements and cancellations as requested.
Followed locked policy procedures to amend renewals.
Met productivity and quality standards.
Referred transactions to underwriters following authority guidelines.
Communicated with agents when necessary.
Worked on escalation log as needed.
Mentored new associates.
Experience
2-5 Years
Level
Junior
Education
Master's In Business
Policy Service Specialist Resume
Summary : Policy Service Specialist of multiple generations of Microsoft Excel software Ability to manage large databases successfully and compile, extract or analyze data as per requirements Technology Lead for multiple Data Migrations/Conversion projects. Extensive experience with data mapping, multi-file formats.
Skills : Computer Skills, Planning Skills.
Description :
Responsible for completing an extensive 16 weeks of initial classroom training program.
Worked in a professional, dynamic, fast paced customer support environment.
Used skills and knowledge I've acquired to assist new and existing customers with a variety of requests regarding their insurance policy via the telephone and written requests.
Acted as primary Customer Service contact with agents, insured's and internal customers which may include taking payments, reviewing billing transactions, making changes to policies and various other transactions for internal and external customers.
Built a relationship with the customer and make them feel that we genuinely care about their needs and concerns.
Explained and clarified Spectrum (Business Owners), Workers Compensation and Auto policies to internal and external customers.
Experience
10+ Years
Level
Senior
Education
BS In Business Management
Policy Service Specialist Resume
Headline : To obtain long-term employment with an organization that will allow me the opportunity to utilize my experience, work ethic and professionalism as part of the team.
Skills : Bilingual, Exceptional Customer Service, Outstanding Attention To Detail, Strong Organizational , Works Diligently And With Integrity, Adheres To All Company Guidelines, Knowledge Of Excel, Outlook, Microsoft Word, Kronos, Remains Flexible For Schedule Changes.
Description :
Demonstrated a sense of ownership for all work with the goal of positively driving business results.
Balanced the time between taking calls and processing paper requests.
Spokane Independently reviewed requested endorsements and exercise limited underwriting direction (Level II authority) to issue endorsements.
Acted as primary Customer Service contact with agents, insureds and internal customers which may include taking payments, reviewing billing transactions, making changes to General Business Liability (Business Owners), Workers Compensation and Auto policies and various other transactions for internal and external customers.
Reviewed claims and informs customers on reasons for denial.
Provided excellent customer service to 50+ businesses per day.
Experience
5-7 Years
Level
Executive
Education
GED
Policy Service Specialist Resume
Summary : Seeking an opportunity in a well-established institution that will allow me to utilize my extensive experience in the insurance industry, along with my office clerical and administrative skills, oral and written communication skills, and computer knowledge.
Skills : Microsoft Office Word, Excell, And Outlook, Auto And General Liability Insurance, Cash Handling, Hospitality- Front Desk, And Room Inspections.
Description :
Generated auto and general liability insurance policies using ConceptOne software.
Verified insurance for accuracy and completeness; assemble, release, and print policies.
Analyzed change requests, general service inquiries, and endorsements.
Monitored accounts to ensure compliance with company's policies and procedures.
Proofed policies, endorsements, audits, cancellations and make corrections as appropriate.
Consistently met aggressive policy deadlines.
Thorough knowledged of all aspects of archiving including scanning, prepping and proofing.
Experience
10+ Years
Level
Senior
Education
Bachelor's
Policy Service Specialist Resume
Objective : As a Policy Service Specialist, responsible for Prioritizing and processing transactions to fulfill client, agent and district requests for W&S including but not limited to premium income, disbursements, name changes, beneficiary changes and death of owner notifications.
Skills : Training Skills, Monitoring Skills.
Description :
Developed and processed policy renewals and endorsements.
Assisted underwriters and field representatives, and mentored trainees.
Responsible for entering and pricing quotes within Wincpp.
Assisted field reps with rating questions and mentored new underwriters, field reps and policy service specialists (aka raters) on the systems we used (Wincpp & I-view) for entering quotes & policies, as well as issuing endorsements.
Served as Head Rater; reviewed procedures for manually rating coverages and was responsible for checking their work until they showed acceptable consistency and accuracy.
Mentored 7 people (two underwriters, one field rep, two raters, and two co-ops/interns).
Successfully completed AIS and INS designations.
Experience
2-5 Years
Level
Junior
Education
GED
Policy Service Specialist Resume
Summary : Highly qualified Policy Service Specialist with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Answered incoming calls, process policy transactions; from Auto, Home, Watercraft, Personal umbrella and membership.
Audited, corrected, and verified all necessary information prior to issuing policies.
Explained and clarified General Business Liability (Business Owners), Workers Compensation and Auto policies to internal and external customers.
Reviewed the problems/concerns of the caller and consult with other departments to obtain further information, clarification or assistance when appropriate.
Built a relationship with the customer - Maintain and track customer contacts with the usage of Excel, Outlook, and Microsoft Word.
Assisted customers with a variety of requests regarding their commercial policies in a timely manner while following protocol Completed 50-70.
Processed changes to automobile policies while adhering strictly to underwriting and California insurance guidelines.
Experience
7-10 Years
Level
Management
Education
MS
Policy Service Specialist Resume
Summary : As a Policy Service Specialist, responsible for Creating journal entries associated with policy processes performed, Creating internal and external correspondence, and also Assisting in tasks upon request to support the success of the Health Billing department.
Skills : Planning Skills, Supervising Skills.
Description :
Assisted members manage their current insurance policies (payments, policy review, addition and deletion of drivers and vehicles).
Helped resolve member inquiries and concerns in a timely manner.
Effectively promoted awareness of AAA products and services by cross-serving (recommending products & services) to our members.
Met and exceeded performance goals on a monthly and quarterly basis within a challenging, goal-oriented environment.
Assisted management in coordinating office parties and events.
Consistently demonstrated high customer satisfaction.
Provided research and assistance to clients and agents regarding whole life, term life, long term care, and universal life policies.
Experience
7-10 Years
Level
Management
Education
Bachelor's
Policy Service Specialist Resume
Objective : Motivated Policy Service Specialist, experienced with application of expanded Underwriting Authority. Skilled in processing systems and Microsoft Applications. Highlights Extremely organized Excellent judgment/decision making skills Customer focused Strong written and verbal communication New York State Licensed Insurance Broker.
Consistently achieved or exceeded productivity and quality goals.
Identified and distributed bulletins relevant to the department, including links and resources to support changes.
Trained for additional underwriting authority supporting the department through the review/approval of Level 2 referrals with audited results of 100%.
Mentored newly assigned Level 2 staff as well as new hires.
Received additional Grant of Authority for Expanded Level 2 referrals and Underwriting Auto referrals to support underwriting as needed.
Researched and resolved many in-depth issues for the Underwriting Centers and their agents.
Project management for various initiatives provided experience collaborating with other areas within the Business Centers, EXL, Albany, and Underwriting Centers.
Experience
2-5 Years
Level
Junior
Education
High School Diploma
Policy Service Specialist Resume
Summary : As a Policy Service Specialist, responsible for Processing manual calculation of cash values, dividends, loans, cost basis, net gains, and minimum distribution quotes through a working knowledge of contractual, legal, and processing requirements.
Skills : Customer Service, Claims Processing.
Description :
Assisted walk-in customers with payments and cash surrenders/loans.
Assisted coworkers with complaints from customers.
Assisted other departments when they are backed up.
Assisted Death claims department with inputting pre-death claims.
Processed loans on client's policies, change beneficiaries, ownership and read specimens for client's policies to see whom the owners are.
Explained and reviewed policy limits and coverage on Business Liability, Workers Compensation, and Commercial Auto Policies.
Reviewed the problems/concerns of the Caller and consulted with other Departments to obtain further information, clarification or assistance when appropriate.
Experience
10+ Years
Level
Senior
Education
High School Diploma
Policy Service Specialist Resume
Objective : Organized, detail-oriented professional. Strong written and verbal communication skills. Experienced with managing employees and volunteers, public speaking, creating marketing materials, presentations, utilizing social media outlets, organizing events, and multitasking.
Skills : Public Speaking, Creating Marketing Materials, Presentations, Utilizing Social Media Outlets, Organizing Events, Multiatasking, Exceptional Customer Service, And Work Ethic.
Description :
Responsible for Life and Health Department customer care.
Acted as liaison between general agent and sales agent.
Ensured completeness of applications prior to company submission and satisfied any additional underwriter requirements.
Updated, maintained and assisted individual and group policyholders with benefit issues, policy questions and concerns.
Coordinated calendar meetings, supervised distribution and filing of departmental documentation.
Certified Workers' Compensation Insurance Professional Georgia State Property/Casualty Agent License Florida State 4-40 Insurance Customer Service Representative Designation.
Set up and completed policies to be mailed out to the agents.
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