Policy services representative job description
Updated March 14, 2024
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Example policy services representative requirements on a job description
Policy services representative requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in policy services representative job postings.
Sample policy services representative requirements
- Minimum 3 years experience in a policy services role
- Bachelor's degree in business, finance, economics, or related field
- Knowledge of policy services operations and procedures
- Proficiency in MS Office suite
- Strong customer service skills
Sample required policy services representative soft skills
- Excellent communication and interpersonal skills
- Strong organizational and problem-solving abilities
- Able to work in a fast-paced environment
- Ability to work independently as well as collaboratively
- Highly detail-oriented and accurate
Policy services representative job description example 1
Inmar policy services representative job description
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
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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Policy services representative job description example 2
The Plymouth Rock Company Incorporated policy services representative job description
Who are we?
Plymouth Rock takes pride in being recognized by The Boston Globe as a Top Place to Work for 2020. We are a leading auto and home insurance provider servicing customers across 6 northeast states. The Plymouth Rock Home team is a start-up within a well-established insurance company and has grown 3x the size over the last 2 years. Our headquarters is in the heart of Boston, across the street from the iconic South Station.
What are the expectations of this role?
As a Policy Processing Specialist in our Customer solutions team you will be responsible for accurately and efficiently updating policy information as well as interacting with customers through a variety of technology channel including email, text, fax, and webchat. This is a dynamic fast paced environment where you will have to think on your feet and use critical thinking on a daily basis. You will utilize multiple systems and computer navigational skills to make changes and updates to policies. This is a great environment to hone your customer service and problem solving skills, while working in an exciting office environment.
What is exciting about this role and Plymouth Rock?
This is a salary-based position that comes with full benefits, and promotional opportunities. No prior insurance experience is required, as you will receive extensive training, and support. Plymouth Rock knows that happy employees promote happy customers, and that a successful, fulfilling employee experience makes all the difference. We foster a stable, diverse and thriving work environment where everyone feels valued, empowered and free to share ideas.
Essential Responsibilities:
+ Accurately enter and update policy information into the various processing systems - these updates come through email and fax
+ Engage with customers through email, text, fax or webchat and provide extraordinary service on all inquiries
+ Customer inquiries are efficiently and accurately answered and their issue resolved.
+ Triage incoming tasks to ensure they are assigned to the appropriate group for quick remedy
+ Develop and maintain strong knowledge of our revolutionary insurance product
+ Be willing to learn something new every day and apply it to future customer interactions
+ Build enduring relationships with customers and team members
Qualifications:
+ Excellent oral and written communications skills
+ Ability to multitask and adapt to changes quickly
+ Capability to identify and address customer's needs to ensure an outstanding experience on every interaction
+ Capacity to work in a fast-pace supporting the rapid growth of our customer base
+ Be a self-motivated individual to meet & exceed goals
+ Proficient in the use of Microsoft Office
+ Minimum of 6 months overall work experience preferred
+ Have obtained or are working towards a college degree
Perks:
+ Tuition reimbursement
+ Overtime eligible
+ Predictable office schedule
+ Paid time off including 9 paid national holidays
+ Robust wellness program
+ Downtown Boston office
+ Free onsite gym
+ 401(k) Bonus
+ Auto and Home insurance discounts
+ Company-paid life and disability insurance plans
+ Optional Medical, Dental, Vision, Legal, and Identify Theft protection plans
+ Licensing opportunities
+ Company sponsored social events
About the Company
The Plymouth Rock Company and its affiliated group of companies write and manage over $1.7 billion in personal and commercial auto and homeowner's insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 2,000 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of "A-/Excellent".
We believe that every person is entitled to equal employment opportunities. We do not discriminate against any employee or qualified applicant for employment on the basis of age, race, color, religion, national origin, ancestry, disability, gender, sexual orientation, gender identity or expression or genetic information. In addition, the state in which you work may protect certain other characteristics. We are committed to treating employees fairly and with dignity and respect, and we unconditionally prohibit discrimination in hiring, terminating, promoting, or compensating any employee on the basis of a qualified individual's membership in any of these protected classes
#LI-JS1
External Company URL: www.prac.com/
Street: 695 Atlantic Ave
Plymouth Rock takes pride in being recognized by The Boston Globe as a Top Place to Work for 2020. We are a leading auto and home insurance provider servicing customers across 6 northeast states. The Plymouth Rock Home team is a start-up within a well-established insurance company and has grown 3x the size over the last 2 years. Our headquarters is in the heart of Boston, across the street from the iconic South Station.
What are the expectations of this role?
As a Policy Processing Specialist in our Customer solutions team you will be responsible for accurately and efficiently updating policy information as well as interacting with customers through a variety of technology channel including email, text, fax, and webchat. This is a dynamic fast paced environment where you will have to think on your feet and use critical thinking on a daily basis. You will utilize multiple systems and computer navigational skills to make changes and updates to policies. This is a great environment to hone your customer service and problem solving skills, while working in an exciting office environment.
What is exciting about this role and Plymouth Rock?
This is a salary-based position that comes with full benefits, and promotional opportunities. No prior insurance experience is required, as you will receive extensive training, and support. Plymouth Rock knows that happy employees promote happy customers, and that a successful, fulfilling employee experience makes all the difference. We foster a stable, diverse and thriving work environment where everyone feels valued, empowered and free to share ideas.
Essential Responsibilities:
+ Accurately enter and update policy information into the various processing systems - these updates come through email and fax
+ Engage with customers through email, text, fax or webchat and provide extraordinary service on all inquiries
+ Customer inquiries are efficiently and accurately answered and their issue resolved.
+ Triage incoming tasks to ensure they are assigned to the appropriate group for quick remedy
+ Develop and maintain strong knowledge of our revolutionary insurance product
+ Be willing to learn something new every day and apply it to future customer interactions
+ Build enduring relationships with customers and team members
Qualifications:
+ Excellent oral and written communications skills
+ Ability to multitask and adapt to changes quickly
+ Capability to identify and address customer's needs to ensure an outstanding experience on every interaction
+ Capacity to work in a fast-pace supporting the rapid growth of our customer base
+ Be a self-motivated individual to meet & exceed goals
+ Proficient in the use of Microsoft Office
+ Minimum of 6 months overall work experience preferred
+ Have obtained or are working towards a college degree
Perks:
+ Tuition reimbursement
+ Overtime eligible
+ Predictable office schedule
+ Paid time off including 9 paid national holidays
+ Robust wellness program
+ Downtown Boston office
+ Free onsite gym
+ 401(k) Bonus
+ Auto and Home insurance discounts
+ Company-paid life and disability insurance plans
+ Optional Medical, Dental, Vision, Legal, and Identify Theft protection plans
+ Licensing opportunities
+ Company sponsored social events
About the Company
The Plymouth Rock Company and its affiliated group of companies write and manage over $1.7 billion in personal and commercial auto and homeowner's insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 2,000 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of "A-/Excellent".
We believe that every person is entitled to equal employment opportunities. We do not discriminate against any employee or qualified applicant for employment on the basis of age, race, color, religion, national origin, ancestry, disability, gender, sexual orientation, gender identity or expression or genetic information. In addition, the state in which you work may protect certain other characteristics. We are committed to treating employees fairly and with dignity and respect, and we unconditionally prohibit discrimination in hiring, terminating, promoting, or compensating any employee on the basis of a qualified individual's membership in any of these protected classes
#LI-JS1
External Company URL: www.prac.com/
Street: 695 Atlantic Ave
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Updated March 14, 2024
Updated March 14, 2024