Policy Owner Services Representative

About the role

Ash Brokerage For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of almost 400 is the same service-centered culture as we were in 1971. Ash Brokerage works with financial professionals to help find, understand and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.

Responsibilities

• Accurately and efficiently process policy management requests on in-force insurance policies on behalf of the agent and their client.
• Review all incoming requests to determine how to assist the agent and their clients and follow-up on those pending requests to ensure all requirements are completed correctly and in a timely manner, while providing a high level of service.
• Serve as a liaison between the agent and insurance carriers on pending requests.
• Review in-force policy request and determine the best way to process the request to meet the needs of our agent and their client.
• Handle basic policy requests.
• Verify correct forms have been used from our library as well as obtain updated versions to keep our library current.
• Monitor the progress of any pending request and provide ongoing updates to the agent.
• Access applicable websites as necessary in the verification process.
• Call carrier when applicable, if information in not available on their websites.
• Accurately document, track and update case-specific data on internal AMS and CRM platform.
• Sustain focus on service that is provided to our agents.
• Work to understand basics of our phone queue and etiquette and prepare to do some queue work.
• Stay abreast of varying state and federal regulations as well as carrier requirements.

Requirements

• A high school diploma/GED.
• One to three months related experience in customer service field and/or training; or equivalent combination of education and experience.

Talents and Abilities

• Prioritization of talents and abilities.
• Organized time management.
• Problem-solving ability.
• Interpretation of a variety of instructions furnished in written, oral, diagram, or schedule form.
• Strong interpersonal skills.
• Strong phone and computer skills, specifically Microsoft Excel and Word.
• The ability to quickly learn use of our internal and carrier software.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.

Benefits

Integrity, LLC offers a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Pay

N/A

Schedule

N/A

Equal Opportunity Employer

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.