Job Overview The Policy Services Representative provides essential processing and administrative support to Account Managers, Producers, and customers. This position helps keep insurance policy service work moving by processing transactions, verifying information for accuracy, maintaining electronic files, assisting with claims follow-up, and responding to routine customer service needs. Through accuracy, timely follow-through, and strong communication, the Policy Services Representative helps the agency meet its service standards and deliver a positive customer experience.

Salary Range:

$30,000.00 - $35,000.00 per year Benefits Annual Base Salary Based on Experience Paid Time Off (PTO) Health Insurance Life Insurance Mon-Fri Schedule Career Growth Opportunities Retirement Plan Requirements High school diploma or equivalent required. Customer service, administrative, insurance, or related office experience preferred. Insurance experience is not required. We will provide training and support for the right candidate. Strong communication and interpersonal skills with a professional, customer-focused approach. Strong organizational skills and attention to detail. Ability to manage multiple priorities and complete work accurately and on time in a fast-paced environment. Comfort using computers, data entry, and standard business software applications. Ability to communicate information clearly and accurately and follow established agency procedures. Ability to work independently while collaborating effectively as part of a team. Commitment to providing courteous, efficient service and maintaining customer confidentiality. Responsibilities Serve as a welcoming first point of contact for customers and visitors, answering calls, taking messages, and directing questions or service needs to the appropriate team member. Assist walk-in customers with routine service needs and payments, providing support or connecting them with an Account Manager when needed. Process policy transactions, including changes, renewals, cancellations, reinstatements, and other service requests. Review policy documents and transaction information for accuracy and follow up on corrections when needed. Assist customers with routine service needs and coordinate with Account Managers and Producers on more complex requests. Provide administrative and processing support for claims, proof of insurance, carrier documents, and other customer needs. Maintain accurate and timely documentation within agency management and workflow systems. Manage assigned tasks and follow up on outstanding items to ensure work is completed accurately and on time. Work collaboratively with customers, Account Managers, Producers, insurance carriers, and other team members to resolve service needs. Participate in training and assist with other service and administrative responsibilities as needed. About Us About Our Agency Our agency has been dedicated to providing customized insurance products and unparalleled service for many decades. Our journey is driven by a deep passion for the services we offer, a commitment to our customers, and a relentless pursuit of quality. We believe in the power of community, not just within our organization but also in the relationships we foster with our clients and the broader community. Our partnerships, built on trust and respect, are the cornerstone of our success, enabling us to work collaboratively with customers, carriers, and colleagues alike. Integrity is at the heart of everything we do. We consistently demonstrate sound moral and ethical principles, ensuring that our actions align with our values. As we continue to grow and evolve, we remain steadfast in our mission to serve with passion, uphold quality, and nurture the community and partnerships that define us.