Policy Owner Services Specialist

The role

The Policy Owner Services Specialist responds to communications from insurance companies regarding client policies. This person assists clients with servicing existing policies and updates the database with policy and contact information changes.

What you will do

• Receive communication from insurance companies regarding clients policies and respond accordingly
• Provide courtesy notifications to clients whose premium payments are late
• Assist clients with servicing of existing policies including beneficiary and ownership changes, bank changes, premium mode changes, duplicate policy requests, Agent of Record changes, coverage reducti
• Update database to reflect policy changes and changes to client contact information
• Communicate with clients financial institutions and insurance companies to process collateral assignments of life insurance policies
• Process policy suspension due to military deployment and reinstatement from suspension
• Provide high-quality customer service to established clientele

Required qualifications

• High School Diploma or equivalent

Nice to have

• High-level customer service skills
• Superior attention to detail
• Ability to multitask and balance demanding workload in a fast-paced environment
• Strong Microsoft Office skills, especially Outlook and Word

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees
• 22 PTO days starting out for hourly/non-exempt employees
• 12 company-observed paid holidays
• 4 early-close days
• Paid parental leave
• Pregnancy disability and bonding leave
• Organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Mentorship Program

About the company

EPIC Insurance Brokers & Consultants is a fast-growing firm headquartered in San Francisco with over 3,000 employees nationwide. Its division, Treloar & Heisel, serves dental and medical professionals with tailored insurance solutions.