Job Description

Job Summary
The Policy Compliance Specialist II is a mid-level customer support position that reviews and investigates Insurance Dept. inquiries or complaints including decisions in: preparing appropriate correspondence; requesting and reviewing agent responses; and providing final position or resolution to the Insurance Dept. By statute, these complaints require timely and thorough communication. Untimely or incorrect responses could subject the company to penalties and/or lawsuits.

Essential Functions
* Consult with Legal Dept. and Marketing Dept. regarding Insurance Dept. inquiries or complaint responses
* Make recommendations to management regarding agent actions discovered in Insurance Dept. complaints
* Log in consumer and Insurance Department complaints and maintain detailed complaint file for the Company as required by statute.
* Review complaint history for previous agent complaints
* Open and determine disposition of incoming mail received by POS Vice Presidents
* Mail correspondence and send faxes for Vice Presidents
* Indexes mail and transfers work to the proper Vice President
* Responsible for providing Schedule A information to qualified plans and administrators
* Make qualified plan trustee, address, and administrator changes to mainframe
* Assist agents and policyholders with general policy information
* Order Universal Life projections for International and Domestic agents
* Handle annual IRS and SEP mailings and follow-up research
* Research unidentified checks and deliver to proper department
* Prepare verification letters to auditors for Qualified Plans

Knowledge, Skills & Abilities
* Strong organizational skills
* Demonstrated skill and ability in dealing with the public
* Knowledge and skill at applying customer service theories and practices
* Strong written and oral communication skills necessary
* Basic Computer skills.10-Key by touch or sight.
* Aware of updates that may change Insurance Dept. requirements.
* In depth knowledge of products, supporting product documents and company policies.
* Knowledge of Insurance Dept. requirements for inquiry or complaint responses, including time limits, penalties, format and other required information that varies by state.

Education & Experience
* High school or GED required, associate's degree preferred
* 2-3 years customer service experience
* Prior insurance industry experience
Licenses & Certifications
* None required
* Completion of LOMA insurance courses I and II required within first year of employment.

Supervision & Leadership
* No Supervision responsibilities
Work Environment
* This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
* Regular and predictable attendance is required. Overtime may be required at peak times.
* The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Statement of Other Duties Proviso:
* The information contained in this job description is not intended to be an all-inclusive list of duties and responsibilities, skills and abilities, or other listed requirements.
* Management may, at its discretion, assign, reassign, or add additional duties and responsibilities to this job at any time.
* The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.

We are an equal opportunity employer and make hiring decisions based on merit. Recruitmen
To apply please email your resume to rjgonzalez@ultimatestaffing.com

Job Snapshot

• Employee Type:Full-Time
• Location:Austin, TX
• Job Type:Admin - Clerical
• Experience:Not Specified
• Education:Not Specified
• Date Posted:9/19/2023
• Contact: Robert Gonzalez (512) 795-8635
• Pay Range: $22.50 - $22.50 Annually

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