Policy Service Specialist

Job Description About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Summary: This position provides an opportunity to build a career within an exciting market of the insurance industry. We are looking for a highly motivated, experienced, self-starter to join our Case Management Team. The Policy Service Specialist plays a crucial role in enhancing the client experience by providing exceptional support for insurance policy service requests of Life insurance, disability insurance, Long-Term Care and Annuities. This role involves managing individual market changes and cancellations, coordinating future increase options, Term life conversions and addressing policy-related inquiries. The ideal candidate will have strong communication skills, attention to detail, and a commitment to delivering high-quality customer service. This individual will serve as the liaison between the broker/insured and the carrier. This position will report to the Vice President(s) of Case Management. Essential Functions · Handle requests for policy changes or cancellations of individual insurance policies, ensuring compliance with policy terms and regulatory requirements. · Review and process policy change and cancellation requests accurately and promptly. · Counsel clients on the implications of policy changes or cancellations, ensuring they fully understand their options and any potential impacts · Conduct proactive outreach to clients and advisors regarding future increase option opportunities, guiding them through the decision-making process. · Coordinate with insurance carriers to implement approved policy increases, ensuring that changes are accurately reflected in the system. · Provide ongoing support and service to clients, addressing any queries or adjustments related to their policies. · Serve as a primary point of contact for policy-related inquiries, ensuring a high level of customer satisfaction. · Maintain clear and timely communication with clients, advisors, and insurance carriers regarding policy updates, changes, and service requests. · Build and maintain positive relationships with clients, understanding their needs and providing personalized service. · Ensure all policy service requests are properly documented and compliant with internal policies and external regulations. · Collaborate with internal departments to ensure smooth processing and accurate record-keeping of all policy-related transactions. Successful Candidate Requirements · Experience in insurance policy servicing, client relations, or a related field. · Familiarity with individual life, disability, long-term care insurance and annuities products and policy terms. · Experience working directly with clients and insurance carriers. · Ability to work effectively in a collaborative team environment. · Proficient in Microsoft Office – Word, PowerPoint, Excel · Strong knowledge of insurance products and regulatory compliance in policy servicing. · Exceptional communication and interpersonal skills, with a customer-centric approach. · Excellent organizational skills and attention to detail, with the ability to manage multiple service requests simultaneously. · Proven ability to think strategically and act tactically · Excellent problem solving/problem resolution · Projects confidence and enthusiasm about the company · Outgoing, excellent communication skills – both written and verbal Position Type/Expected Hours of Work: This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. This position may require additional hours to meet goals. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel: Minimal to no travel expected. Required Education and Experience: · Bachelor’s degree or equivalent work experience · 3-7 years of related industry experience Benefits & Perks: ● Competitive Compensation ● Industry Leading Healthcare ● Savings and Investments ● Charitable Giving Programs ● Offering hybrid work option ● Opportunities for Growth ● Parental Leave ● Generous time away Pay Details: The base compensation range for this position is $55,000 - $65,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you. There are amazing opportunities for talented people in every part of our business. We invite you to find your next great opportunity with us. You can apply, track your progress and review new postings all in one place! To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.

Salary : $55,000 - $65,000