
Policy Management Specialist
1 day ago
Job Summary:
We are looking for a detail-oriented and organized professional to manage client relationships, track policy applications, and provide exceptional customer service.
About the Role:
This is an opportunity to join a high-touch, independent insurance agency that specializes in life insurance, disability insurance, and annuities. Our clients value tailored policies that meet each individual's unique needs and goals.
About Our Agency:
We are a purpose-driven organization that empowers individuals and creates meaningful opportunities for families. Our mission is to remove friction from the insurance journey and make life coverage feel human, trustworthy, and efficient.
Responsibilities:
- Client Workflow & Application Tracking:
- Guide clients through the insurance process from submission to approval
- Monitor the full lifecycle of client applications
- Send timely reminders to clients for required steps
- Respond quickly to underwriter requests
- Update clients on their application status
- Manage the shared support inbox
- Lead Intake & CRM Management:
- Keep the CRM organized and client records accurate
- Input and update client data into the CRM
- Maintain lead status tracking
- Log all interactions and updates in the CRM or internal tracking systems
- Relationship & Communication Management:
- Be the bridge between clients, underwriters, and the internal team
- Maintain client relationships through empathetic communication
- Handle follow-ups with warmth and consistency
- Ensure clear communication across stakeholders
- Ad Hoc Operational Support:
- Jump in where needed and proactively spot areas to improve
- Answer incoming lead calls and gather information
- Manage delegated email tasks
- Identify and resolve operational inefficiencies
Requirements:
- Exceptional attention to detail
- Strong language and proofreading skills
- Critical thinking and problem-solving skills
- Insurance industry familiarity
What You'll Get:
- Growth opportunity
- Direct access to leadership
- Access to necessary tools
- Mission-driven work
- Your ideas matter
- Long-term stability
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