Policy Service Specialist
Foundever/USAA
Las Vegas, NV
09\16\13 - Current
- Provided technical advice and assistance to policyholders regarding their insurance policies.
- Researched, analyzed and interpreted complex policy language to ensure accuracy of coverage.
- Maintained detailed records of all interactions with customers, ensuring a high level of customer service.
- Responded to inquiries from policyholders in a timely manner, providing accurate information about their policies.
- Processed requests for changes or additions to existing policies in accordance with company guidelines.
- Conducted regular reviews of existing policies to identify potential areas for improvement or cost savings.
- Managed the renewal process for existing policies, ensuring that all documents are up-to-date and accurate.
- Identified opportunities for cross-selling additional products or services to policyholders when appropriate.
- Interacted directly with underwriters and other internal staff members to resolve issues quickly and accurately.
- Handled modification and updating of policies.
- Collected payments, processed receipts and informed policyholders of outstanding balances.
- Assessed customer risk levels and recommended appropriate coverage options.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Advised customers on the best ways to minimize risks associated with their assets.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Processed payments received from clients promptly according to established procedures.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Responded to customer inquiries and problems to promote great service.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Analyzed customer needs and provided best options, upselling products and services.
- Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
- Developed fact-finding interviews to determine need for coverage.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.