Policy Specialist

Robert Half - Sandy, UT

Full-time - Entry Level

Sandy, UT

Administrative and Support Services

About the position

The Policy Specialist role at Robert Half is a contract to permanent employment opportunity focused on providing exceptional support in the insurance industry. This position involves interpreting insurance policies, maintaining up-to-date policy information, and serving as a primary contact for complex policy inquiries from customers. The specialist will collaborate with various internal teams to ensure a positive customer experience and effective resolution of policy-related issues.

Responsibilities

• Act as the primary point of contact for complex policy inquiries from customers, providing clear and accurate information on policy terms, coverage, and conditions.
• Interpret and explain policy details in an accessible manner to support customers and resolve issues, ensuring a positive customer experience.
• Collaborate closely with customer service, underwriting, and claims departments to assist with customer inquiries and provide guidance on policy-specific questions.
• Investigate and resolve policy-related issues, working collaboratively with other departments to ensure timely, customer-centric solutions.
• Assist with implementing and communicating updates to policy terms and coverage options to customers and internal teams.
• Maintain accurate and organized records of customer interactions, policy updates, and any issue resolution for easy reference.
• Collect and report on customer feedback regarding policy clarity and service interactions to support continuous improvement efforts.
• Develop and deliver training materials for customer service teams to improve their understanding of policy details and communication.
• Utilize various computer programs and CRM to manage customer information and resolve inquiries.
• Answer inbound calls and assist customers with their policy concerns and inquiries.

Requirements

• Proficiency in ADP - Financial Services is essential for this role.
• Familiarity with Avaya CMS is required.
• Must possess the ability to use various computer programs.
• Experience with CRM is a significant advantage.
• Knowledge of Epic Software is highly beneficial.
• Proficiency in About Time is necessary.
• Must be comfortable answering inbound calls.
• Ability to assist customers effectively and efficiently.
• Experience with benefit functions is required.
• Knowledge and experience with billing functions are vital.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k) plan