Policy Services Representative Resume Samples

A Policy Services Representative works for the insurance industry and provides a valuable connection between insurance customers and the policy providers. The job description and duties are listed on the Policy Services Representative Resume as – providing prospective customers with detailed information about company products, learning and understanding company insurance products, answering calls and responding to customer complaints, accessing customer accounts and policy standards, recommending available products, managing the customer complaint database, and typing up complaint reports.

To ensure success in this field, the following skills are needed – solid knowledge of insurance products and policy schedules, prior work experience, friendly and professional demeanour, excellent communication and interpersonal skills, basic computer skills, and knowledge of database software, and advanced knowledge of telephone and call forwarding systems. A high school diploma or GED is commonplace among job applicants.

Policy Services Representative Resume example

Policy Services Representative Resume

Headline : Policy Services Representative Professional seeking a career that will allow me to utilise my current skills and provide an opportunity for career growth within a productive, professional environment. Proficient in customer service, client relations and account management .Effectively manage professional relations and work activities in response to changing conditions; responding quickly to change and easily considers and adapts to new approaches.

Skills : Windows 10, Word, MS Excel, Outlook, MS Project, MS Access, Power Point, Adobe Photo Shop, Illustrator, Corel Draw, Crystal Reports, Acrobat Reader, Vista Billing Systems, Apex System, CIM, SIS And Mainframe.

Description :

    1. Resolved life policy benefit coverage issues.
    2. Processed Life insurance applications in an accurate timely manner.
    3. Supported the call centres during high call volumes.
    4. Assisted sales agents with current status of policies.
    5. Advised agents of any missing information and when they will be paid on each policy.
    6. Quoted policy premiums for agents.
    7. Resolved all billing issues.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associates In Humanities


Policy Services Representative Resume

Objective : Policy Services Representative is responsible for Defining and implementing policies that are compliant with company standards, Researching and reporting on regulatory changes to ensure compliance, and also Reviewing current contracts to check for compliance with company standards, Providing regular status reports on compliance issues.

Skills : Typing 78 Wpm, Microsoft Office, Excel 2013, Word 2013, PowerPoint 2013, 10 Key.

Description :

    1. Developed policy proposals in collaboration with the Insurance Solutions Team.
    2. Managed customer relationships from start to finish.
    3. Developed risk management programs and policies to reduce losses.
    4. Provided risk mitigation services for new products, processes, or business areas.
    5. Conducted root cause analysis of claims in collaboration with the Claims Services Team to identify trends and identify opportunities for improvement.
    6. Created training materials.
    7. Prepared reports related to claims handling, risk mitigation, or other insurance related matters.
                                Years of Experience
                                Experience
                                2-5 Years
                                Experience Level
                                Level
                                Executive
                                Education
                                Education
                                Associates In Humanities


                                Policy Services Representative Resume

                                Objective : Policy Services Representative is responsible for Writing clear, concise marketing materials for potential clients, Updating the website content to reflect current events, Developing marketing collateral, and also Providing regular status updates on new projects.

                                Skills : Training Skills, Project manager.

                                Description :

                                  1. Validated information to process beneficiary changes to insurance policies Keep organised documentation to regulate policy issues with agents.
                                  2. Supervised part time staff, write recommendation letters, order supplies for mail room, deliver mail to all employees, and serve as back up when short staffed wherever needed.
                                  3. Provided excellent customer service via phone, email and walk ins.
                                  4. Created documents and edited documents for mailing.
                                  5. Analysed insurance trends and market opportunities.
                                  6. Managed compliance with regulatory requirements.
                                  7. Developed and maintained comprehensive policy guidelines.
                                                                      Years of Experience
                                                                      Experience
                                                                      2-5 Years
                                                                      Experience Level
                                                                      Level
                                                                      Executive
                                                                      Education
                                                                      Education
                                                                      MS

                                                                      Policy Services Representative Resume

                                                                      Objective : Policy Services Representative is responsible for Working with stakeholders to develop policies, procedures, and corporate guidelines, Working with legal team and compliance team to provide support on policy development, Monitoring compliance with all relevant regulations, laws, and policies.

                                                                      Skills : Microsoft Office Suite, Management.

                                                                      Description :

                                                                        1. Reviewed, processed, and tracked policy owner service requests.
                                                                        2. Liaison-ed between claimants and death claims department.
                                                                        3. Quality controlled and processed Multi life (group) applications.
                                                                        4. Updated contact information in agent database.
                                                                        5. Reviewed, processed and mailed commission checks bi-weekly.
                                                                        6. Liaison-ed between agents and underwriting for policy change quotes.
                                                                        7. Updated and maintained all contract and licensing files for agents/brokers.
                                                                      Years of Experience
                                                                      Experience
                                                                      2-5 Years
                                                                      Experience Level
                                                                      Level
                                                                      Executive
                                                                      Education
                                                                      Education
                                                                      Associates In Art

                                                                      Policy Services Representative Resume

                                                                      Objective : Policy Services Representative is responsible for Providing training on company policies, Participating in training sessions for new hires, Performing ad hoc duties as needed, Supporting finance team in accounting for all relevant costs.

                                                                      Skills : Customer Service, Sales, Managerial, Multi-Line Phone System, Data Entry.

                                                                      Description :

                                                                        1. Assisted customers with any questions they have regarding their credit life or disability policies.
                                                                        2. Evaluated and processed cancellations of credit life and disability policies.
                                                                        3. Submitted and processed new credit life and disability policies.
                                                                        4. Submitted, processed and closed out monthly business for our AB gap product.
                                                                        5. Processed stop pays and reissues for the department.
                                                                        6. Made contact with finance managers and other personnel at the automobile dealerships that sell our products.
                                                                        7. Used computer to manage database.
                                                                      Years of Experience
                                                                      Experience
                                                                      2-5 Years
                                                                      Experience Level
                                                                      Level
                                                                      Junior
                                                                      Education
                                                                      Education
                                                                      Bachelor Of Science In Sociology

                                                                      Policy Services Representative Resume

                                                                      Objective : Offering over 5 years of experience in precision GPS positioning systems, RF cable runs, complex GPS installations and team management as well as 6 years of experience in maintaining, repairing, and troubleshooting various satellite, line-of-site communications, and navigation systems as well as team leadership and management experience.

                                                                      Skills : Electronic Troubleshooting, Team Leadership, Test Equipment, Job Prioritisation, Schematic Reading, Computer Systems, Advanced Troubleshooting.

                                                                      Description :

                                                                        1. Issued new and renewal policies.
                                                                        2. Conferred with underwriters to resolve rating and issuance problems.
                                                                        3. Reviewed and entered new customer files into the company's automated filing and processing system.
                                                                        4. Received, sorted, and distributed incoming and outgoing company mail.
                                                                        5. Sorted and filed customer files prior to the availability of an automated filing system.
                                                                        6. Scanned 3000+ files in the company's automated filing system to support the transition to paperless filing.
                                                                        7. Answered phone calls and provided information.
                                                                      Years of Experience
                                                                      Experience
                                                                      2-5 Years
                                                                      Experience Level
                                                                      Level
                                                                      Junior
                                                                      Education
                                                                      Education
                                                                      High School Diploma

                                                                      Policy Services Representative Resume

                                                                      Headline : Policy Services Representative is responsible for Managing all aspects of the company's insurance programs, including but not limited to: risk management, actuarial, underwriting, claims and customer service, Coordinating with multiple stakeholders throughout the company.

                                                                      Skills : Quick leaner, multi-tasking, computer , team leading, and problem solving.

                                                                      Description :

                                                                        1. Supported the line division for the Southeast region.
                                                                        2. Handled all facets of underwriting including renewal quotes, endorsements, cancels and rate adjustments.
                                                                        3. Addressed outside agent rate inquiries and policyholder issues via telephone.
                                                                        4. Responded promptly and handled all incoming calls for the Division.
                                                                        5. Participated as member of Quality Assurance task force, contributed to ideas directed at improving the work environment.
                                                                        6. Processed all new applications, scan and digitally file all documents, Train underwriter assistants, Update policies as needed, Provide support to agents via phone and email, order inspections on all new customer properties.
                                                                        7. Provided excellent customer service.
                                                                      Years of Experience
                                                                      Experience
                                                                      5-7 Years
                                                                      Experience Level
                                                                      Level
                                                                      Executive
                                                                      Education
                                                                      Education
                                                                      Diploma

                                                                      Policy Services Representative Resume

                                                                      Summary : Policy Services Representative is responsible for Planning, promoting, organising and directing health and recreational programs for senior adults; coordinating volunteer programs, and perform related social service work.

                                                                      Skills : Excel, Customer Service, Account Management, Computer.

                                                                      Description :

                                                                        1. Verified that policy information was up to date and met at least minimum state requirements.
                                                                        2. Addressed customers' individual needs with regard to coverage options.
                                                                        3. Added or removed coverage options as appropriate and in accordance with state laws.
                                                                        4. Received inbound calls regarding auto policies.
                                                                        5. Made adjustments as needed.
                                                                        6. Ensured proper underwriting is used.
                                                                        7. Handled complicated billing calls.
                                                                      Years of Experience
                                                                      Experience
                                                                      10+ Years
                                                                      Experience Level
                                                                      Level
                                                                      Senior
                                                                      Education
                                                                      Education
                                                                      BS In Accounting

                                                                      Policy Services Representative Resume

                                                                      Summary : Multi-tasked individual seeks a high-level medical biller position or related field, which offers leadership with advancement opportunities in the healthcare industry. Trained to monitor patient accounts, collection delinquencies, and post payments/ follow up and submit claims to appropriate insurance carrier.

                                                                      Skills : Customer Service, Healthcare.

                                                                      Description :

                                                                        1. Referred multiple employees, some of which went on to management positions.
                                                                        2. Managed a team of 6 to 10 employees who implement policies.
                                                                        3. Developed and executed policies for a diverse range of business needs.
                                                                        4. Maintained data integrity through access control, security, and IT system maintenance.
                                                                        5. Utilised tools such as Microsoft Office 365 to manage business processes.
                                                                        6. Actively participated in the development of new policies and technology solutions.
                                                                        7. Actively participated in the research and development of new product offerings.
                                                                        Years of Experience
                                                                        Experience
                                                                        7-10 Years
                                                                        Experience Level
                                                                        Level
                                                                        Management
                                                                        Education
                                                                        Education
                                                                        Bachelors Of Science

                                                                        Policy Services Representative Resume

                                                                        Headline : To obtain a Policy Services Representative position with a growing company where my skills and abilities will help the company and myself achieve higher standards.

                                                                        Skills : Typing, Microsoft Windows, Microsoft Office, Assistant Trainer.

                                                                        Description :

                                                                          1. Maintained an active social media presence with frequent updates on company news.
                                                                          2. Maintained an active blog with regular posts on company news or industry trends.
                                                                          3. Developed proposals for new products and services based on customer feedback.
                                                                          4. Provided customer service to policyholders via phone, email, and in-person visits.
                                                                          5. Resolved claims and complaints via phone, email, or in-person visits.
                                                                          6. Developed new product offerings that meet customer needs.
                                                                          7. Provided training on new product offerings to sales team members.
                                                                                                Years of Experience
                                                                                                Experience
                                                                                                5-7 Years
                                                                                                Experience Level
                                                                                                Level
                                                                                                Executive
                                                                                                Education
                                                                                                Education
                                                                                                Associate's