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Policy Service Specialist

Cleveland, OH, USA


We are seeking a highly skilled and assertive Policy Services Specialist to join our team. As a Policy Services Specialist, you will be responsible for administering the Annuity and Life Insurance Programs at a small Fraternal Benefit Society. This role requires strong knowledge of Annuities and Life Insurance, excellent documentation practices, and outstanding communication skills.


– Prepare and process annuity and insurance contracts upon receiving application

– Assist members with making choices, completing forms and conversion applications
– Manage the administrative duties of policy maintenance, claim processing, and dividend handling

– Prepare all forms relating to service and maintenance of our policies, review them for accuracy and completeness

– Prepare and process loan origination paperwork

– Make data changes to the policy system and process claims for payment after verification
– Print and distribute outgoing policy notices on a monthly, quarterly, semi-annual and annual basis

– Send out forms/letters for various transactions and process when returned

– Serve as a resource for member and sales agent inquiries, by telephone and e-mail, by providing annuity and life insurance policy information

– Explain policy provisions and transaction processing

– Maintain Ohio Life Insurance Licensure requirements

Requirements and Qualifications:

– High School Diploma
Possession of an active Ohio Life Insurance license for a minimum of two years

– Proven experience as a Policy Service Specialist or in a similar role

– Strong knowledge of Annuities and Life Insurance

– Experience in providing excellent customer service

– Current or prior experience of working face-to-face in an office setting

– Knowledge in the use of basic office equipment, such as a computer, telephone, printer, and fax machine


– Strong attention to detail
– Adherence to time-sensitive deadlines
– Outstanding verbal and written communication skills
– Ability to work independently as well as collaboratively
– Adaptable

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