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Policy Support Associate

3 weeks ago


Clifton Park, New York, United States GTM Payroll Services Inc Full time
Job Description

This role is an exciting opportunity to join GTM Payroll Services Inc as an Insurance Associate. You will be working closely with our team to provide exceptional customer service to our clients, handle policy inquiries, and support account managers with policy applications and claims documentation.

The ideal candidate will have a strong understanding of personal and commercial lines insurance, excellent communication skills, and experience with Microsoft Office Suite and EPIC management software.

Duties and Responsibilities
  • Act as the initial point of contact for client inquiries, connecting clients to account managers when needed.
  • Assist in policy applications, renewals, and amendments, ensuring accuracy in all documents.
  • Provide client guidance on claims documentation, coordinating with claims adjusters.
  • Support account managers by preparing quotes, gathering necessary information, and facilitating timely responses.
  • Maintain client records, organize documents, and manage client appointment scheduling.
  • Address client billing questions, process payments, and follow up on outstanding balances.
Salary Details

We offer a competitive salary of $55,000 - $70,000 per annum, depending on experience.