How to hire a policy services representative

How to hire a policy services representative, step by step

Here's a step-by-step policy services representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a policy services representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new policy services representative
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   The policy services representative hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A policy services representative's background is also an important factor in determining whether they'll be a good fit for the position. For example, policy services representatives from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of policy services representatives and their corresponding salaries.

   Type of Policy Services Representative	Description	Hourly rate
   Policy Services Representative	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$20-36
   Support Representative	The primary job of technical support representatives is to answer incoming calls and resolve customer problems or complaints related to computer hardware and software. They typically work in team environments and report directly to the technical department manager... Show more	$12-20
   Contact Representative	As a contact representative, you will mostly work at agencies that oversee programs involving benefits, pensions, privileges, or taxes. This job involves a lot of interaction and aids in administrative and technical support to individuals and businesses primarily in person or through telephone inquiries... Show more	$12-20

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Auto Insurance Policies
   • Inbound Calls
   • Policy Holders
   • Underwriting Guidelines
   • Insurance Coverage
   • Insurance Policy Changes
   • Customer Inquiries
   • General Liability
   • Outbound Calls
   • Insurance Applications
   • Compensation Policies
   • Customer Issues
   • Billing Issues

   Check all skills

   Responsibilities:

   • Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
   • Adapt communication to age-specific patients and ensure appropriate HIPPA guidelines are followed in patient communication and record keeping.
   • Adapt communication to age-specific patients and ensure appropriate HIPPA guidelines are followed in patient communication and record keeping.

3. Make a budget

   Including a salary range in your policy services representative job description is a great way to entice the best and brightest candidates. A policy services representative salary can vary based on several factors:

   • Location. For example, policy services representatives' average salary in mississippi is 44% less than in alaska.
   • Seniority. Entry-level policy services representatives earn 45% less than senior-level policy services representatives.
   • Certifications. A policy services representative with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a policy services representative's salary.

   Average policy services representative salary

   $57,231yearly

   $27.51 hourly rate

   ---

   Entry-level policy services representative salary

   $42,000 yearly salary

   Updated January 21, 2026

4. Writing a policy services representative job description

   A good policy services representative job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a policy services representative job description:

   Policy services representative job description example

   Under the supervision of the Rx Client Research Manager, the Representative, Rx Policy provides thorough and excellent customer service, fulfilling time sensitive research while maintaining the data integrity of Inmar's major databases and programming. The incumbent is expected to be detail-oriented, display professionalism, collaborate effectively with others and exhibit initiative to evolve within the organization.
   Primary Accountabilities:
   Proactively respond to policy related requests and inquiries on a daily basis, through Salesforce, telephone and/or email messages Maintain detailed virtual documentation of the manufacturer/labeler's return policy, with all related communications and or requests, to include Salesforce cases Complete weekly and monthly reporting based on client's contractual agreement When needed, provide support to the Account Manager in the way of reporting for client meetings, business reviews, contract negotiations, and or as subject matter expert Research client policy related data and create reports as needed Complete policy related onboarding process as well as conversions or de-conversions as needed Ensure proactive and meaningful collaboration with team members Proactively and meaningfully collaborate with other departments as needed for research or to resolve issues or answer questions Perform special assignments and/or project as assigned
   
   Required Qualifications:
   Associates Degree required2-3 years of related experience working directly with clients and computer data Proficient with Google Suite and Microsoft Office
   
   Individual Competencies:
   Problem Solving: Gathers and analyzes information to generate and evaluate potential solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information.Establish Focus: The ability to develop and communicate goals in support of the business; mission.Analytical and Critical Thinking: Ability to tackle a problem by using a logical, systematic, sequential approach.Communication: Giving and receiving messages and information in written, oral, and visual formats in a clear and concise way for a complete understanding of meaning and intent.Collaboration: Works collaboratively with others to achieve group goals and objectives.Effective Execution: Translates broad conceptual understanding of the company's strategy into a tactical plan of how it will happen including who will take on which tasks in what sequence, how long those tasks will take, how much the tasks cost, and how each task affects subsequent activities.
   
   Key Performance Metrics (KPIs):
   KPI 1: Meet or Exceed company-established client satisfaction rating KPI 2: Contribute cost-saving ideas to assist with meeting company-defined goals KPI 3: Generate referrals for new expansion revenue goals
   
   The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.
   
   While performing the duties of this job, the associate is:
   Regularly required to use hands to finger, handle or feel objects, tools or controls, and reach with hands or arms.Regularly required to talk or hear and read instructions on a computer monitor and/or printed on paper.Occasionally required to stand, kneel or stoop, and lift and/or move up to 25 pounds.Regularly required to view items at an extremely close range and must be able to adjust and readjust focus.
   
   Occasionally: Job requires this activity up to 33% of the time Frequently: Job requires this activity between 33% - 66% of the time Regularly: Job requires this activity more than 66% of the time
   
   Safety:
   Support a safe work environment by following safety rules and regulations and reporting all safety hazards.
   
   #LI-MS1
   #LI-Remote

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5. Post your job

   To find the right policy services representative for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with policy services representatives they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit policy services representatives who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your policy services representative job on Zippia to find and recruit policy services representative candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit policy services representatives, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new policy services representative

   Once you've selected the best policy services representative candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   To prepare for the new policy services representative first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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