Policy Claims Representative II

Policy Claims Representative II

Position Overview

• The Policy Claims Representative II provides administrative and operational support to insurance customers as part of the In-Force Preneed Claims Team. This role is responsible for processing customer requests, maintaining policy records, and ensuring accurate and timely claim handling, with limited phone interaction.
• The ideal candidate is detail-oriented, customer-focused, and able to work independently while contributing to overall team success. This position also supports departmental initiatives, process improvements, and operational efficiency efforts.

Key Responsibilities

• Process customer requests by updating insurance policies and customer profiles accurately and efficiently
• Review and pay Texas death claims in compliance with Texas Department of Banking regulations
• Complete Texas claim reconciliations and related administrative tasks
• Facilitate timely resolution of pending claims and service requests
• Support departmental goals, strategic initiatives, and continuous improvement efforts
• Share responsibility for achieving team productivity, quality, and service goals
• Generate and maintain productivity and process measurement data
• Identify, document, and maintain standard operating procedures (SOPs)
• Assist with team projects, cross-functional initiatives, and additional operational processes as needed
• Maintain a high standard of accuracy, professionalism, and customer service in all interactions

Qualifications & Skills

• Strong organizational skills with exceptional attention to detail
• Excellent data entry, system navigation, and administrative skills
• Professional written and verbal communication abilities
• Customer-focused mindset with a commitment to delivering excellent service
• Ability to work independently while meeting productivity and quality expectations
• Positive team-oriented attitude with strong collaboration skills
• Adaptable and flexible in a changing work environment
• Proactive approach to identifying process improvements and operational efficiencies
• Reliable attendance and dependability are essential for success in this role
• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
• Strong analytical and problem-solving skills, including the ability to gather data, identify issues, and draw valid conclusions
• Preneed insurance experience preferred, but not required

Base Salary Range

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