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Policy Owner Services Representative at Integrity, LLC - ApplyBlast

Policy Owner Services Representative

Integrity, LLC

3 months ago

Fort Wayne, IN

Onsite

Full Time

Junior

0 applicants

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About this role

A Policy Owner Services Representative at Ash Brokerage processes policy management requests for in-force insurance policies on behalf of agents and their clients. The role involves serving as a liaison between agents and insurance carriers, verifying forms, monitoring request progress, and maintaining accurate data on internal systems while adhering to state and federal regulations.

Responsibilities

Process policy management requests for in-force insurance policies
Serve as liaison between agents and insurance carriers
Verify correct forms and maintain internal document libraries
Monitor pending requests and provide updates to agents
Document and track case-specific data on internal platforms

Skills

About Integrity, LLC

integrity.com

Company Size

1-10 employees

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Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.