Insurance Policy Specialist

4 weeks ago


Albany, New York, United States Ancora Risk Full time

Job Summary

Ancora Risk is seeking a skilled Insurance Policy Specialist to join our team. As an Insurance Policy Specialist, you will be responsible for providing exceptional customer service to policyholders, answering questions about insurance policies and coverage issues, and resolving complaints in a timely and professional manner.

Key Responsibilities

  • Respond to incoming calls and emails from policyholders, providing accurate and helpful information about their insurance policies and coverage
  • Process policy modifications and updates, ensuring that all changes are accurately reflected in the policyholder's records
  • Verify policyholder coverage and provide proof of insurance documents as needed
  • Monitor and follow up on customer inquiries to ensure that all questions are answered and concerns are addressed
  • Stay up-to-date on new marketing efforts and insurance products, using this knowledge to answer policyholder inquiries and provide recommendations
  • Handle complaints and concerns in a professional and courteous manner, working to resolve issues quickly and efficiently

Requirements

  • High school diploma or equivalent required
  • Previous customer service experience preferred
  • Knowledge of insurance products and policy schedules a plus
  • Proficiency in Microsoft Office and customer relationship management software
  • Excellent communication and interpersonal skills
  • Active NY insurance license required


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