74,990 Policy Services jobs in the United States

Position Description:

The Policy Services Rep (GAIT) is responsible for customer service, issuance and administrative functions, cases, and products/plans. This position must accurately interpret and fulfill all requirements necessary for accurate processing, follow current procedures in accordance with industry/state regulations, internal/external audit recommendations, and compliance directives. The position must stay abreast to product and case education and associate training/coaching; identify and resolve system/processing related issues.

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

Position Location:

• This position is hybrid.in Lincoln, NE

What you do:

• Assist with customer inquiries via telephone, email, or other written correspondence and utilize empathy and patience with all customers.
• Administer functions of Group Administration including new case set up; issue; billing; collection and reconciliation of premium; processing small case policy changes; on-going administration; group terminations and final accounting.
• Research of customer needs and problems; development of informed, innovative solutions; and decisive action within defined parameters of authority; to build customer loyalty while maintaining the financial and procedural integrity of the case. This includes pro-actively calling customers.
• A working knowledge of the functions and systems across the organization as they relate to administrative functions.
• Meeting or exceeding service standards with respect to accuracy, turnaround time and overall quality of work product and service.
• Have the ability to assess situations, communicate issues promptly, and offer thoughtful solutions.
• Handle and complete special assignments and projects within provided timeframes.
• Other duties as assigned.

What you bring:

• H.S. Diploma or GED required
• 0-2 years related experience required Previous experience in Group Policy Services/GAIT highly preferred

What we offer:

A meaningful mission. Great benefits. A vibrant culture

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, youll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you dont:

Ameritas Benefits

For your money:

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance
• Incentive Program Bonuses
• Competitive Pay

For your time:

• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)

For your health and well-being:

• Health Benefits: Medical, Dental, Vision
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)

For your professional growth :

• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program

For your community:

• Matching donations program
• Paid volunteer time 8 hours per month

For your family:

• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, were committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

The Policy Services Rep (GAIT) is responsible for customer service, issuance and administrative functions, cases, and products/plans. This position must accurately interpret and fulfill all requirements necessary for accurate processing, follow curre Policy, Representative, Processing, Service, Retail, Insurance

Are you looking for a stable, low-stress job with a supportive team, no sales pressure and a steady schedule?

A well-established insurance brokerage in Alpharetta is looking for a Policy Services Analyst to join their back-office operations team.

This is a behind-the-scenes role focused on policy processing, data entry and support work. If you're someone who thrives in a calm, detail-oriented environment and values consistency this could be a great fit.

What Youll Do:

• Process and invoice new and renewal insurance policies across various lines of business
• Review underwriting information and applications for completeness
• Enter data for new, renewal, and endorsement transactions
• Manage suspense and follow up on outstanding underwriting and brokerage items
• Handle surplus lines tax requirements
• Support binder processing for both MGA and brokerage business

What Were Looking For:

• Someone in short driving distance to Alpharetta area who enjoys structure, consistency and friendly coworkers
• Detail-oriented, organized and comfortable with high-volume data entry
• A strong communicator with solid typing and administrative skills
• Experience working in the insurance indusrty

Work Environment:

• Hybrid schedule: 3 days in-office, 2 days remote
• No travel, no agency development, no sales pressure
• Supportive, family-oriented culture with a focus on doing quality work
• Exposure to a wide variety of business types across commercial, personal and professional lines
• A great role for someone who wants a dependable job

If interested, please email Lance Polikov at for more information.

Keywords:

• Policy Services Analyst
• Insurance Operations
• Insurance Support
• Policy Processing
• Back Office Support
• Data Entry
• Underwriting Support
• Insurance Administration
• Commercial Lines
• Personal Lines
• Professional Liability
• Surplus Lines
• MGA Operations
• Policy Issuance
• Binder Processing
• Renewal Processing
• Endorsement Handling
• Insurance Documentation
• Policy Management
• Account Manager
• CSR
• Agent
• Producer
• Account Executive
• Analyst

Job Description

Job Title: Head of Case Design & Policy Services

Location: Greater Chicago Area (Northbrook, IL) Hybrid (At least one day per week)

Overview:

Our client, a well-regarded insurance-focused advisory firm, is seeking a knowledgeable and detail-oriented Head of Case Design & Policy Services to support their high-net-worth clients and advisory team. This role is ideal for a candidate with strong expertise in insurance products, and case design, who is also organized and eager to grow. The position requires a blend of technical skill and client-focused service, assisting Advisors in delivering tailored insurance solutions that meet clients unique financial goals.

Key Responsibilities:

• Assist with insurance case design, supporting advisors in crafting customized strategies for high-net-worth clients.
• Maintain deep knowledge of insurance products, staying informed on industry trends, regulatory changes, and product updates.
• Organize and manage client service tasks, maintaining accurate and up-to-date records, files, and client information.
• Collaborate with the advisory team and provide hands-on client support.

Qualifications:

• Minimum of 5 years of experience in a client service role within the insurance or financial services industry.
• Strong expertise in insurance products, with a background in case design and underwriting.
• Highly organized and able to manage multiple tasks with attention to detail.
• Coachable and willing to learn from experienced advisors and improve processes as needed.
• Excellent communication skills, with a client-centered approach and the ability to build trusting relationships.

Benefits:

• Hybrid work schedule with flexible in-office days
• Comprehensive benefits package, including health insurance, retirement plans, and ongoing professional development opportunities.

Compensation:

Base Salary: $85,000 - $110,000, depending on experience and qualifications

Reporting to the Director of Claims, the Supervisor, Claims Processing organizes and supervises the work of Claims staff and leads daily operations according to industry and SFHP standards.

The Supervisor, Claims Processing ensures the processing of claims complies with all regulatory and contractual requirements. You are responsible for the performance of Claims staff under their supervison, participates in cross-functional projects and audits, creates claims reports and desktop procedures, resolves claims issues, and achieves departmental goals.

Please note that while SFHP supports a hybrid work environment, you are required to be onsite and in-office a minimum of 4 days per month. This is a hybrid position, based in our Downtown San Francisco office.

Salary: $99,000 - $119,000 per year

WHAT YOU WILL DO:

• Ensures claims processing follows all regulatory and contractual requirements, and that Claims departmental metrics are met.
• Works diligently to ensure accurate claims payment and associated documentation (remits). Identifies trends and resolutions to reduce provider disputes.
• Addresses escalated issues in accordance with policies, procedures, and regulations.
• Reviews and processes complex claims when needed.
• Monitors staff's work regularly for quality and efficiency. Provides training, feedback, coaching, and disciplinary action to staff, if necessary. Supports staff in meeting standards, solving problems, and enhancing performance.
• Works collaboratively with other departments to resolve issues efficiently. Identifies and communicates problems to the Director, Claims timely.
• Works closely with Claims Quality Assurance team to review audit findings, provide feedback, resolve issues, and improve claims accuracy.
• Consults with Director, Claims to develop and revise policies and desktop procedures for the Claims team
• Communicates goals to staff members and motivates them to achieve departmental goals.
• Participates in cross-functional projects to support and enhance operational processes.
• Maintains good communication and relationships with staff, providers and stakeholders.
• Leads department participation in all regulatory and financial audits, including resolution of audit findings.
• Keeps abreast with claims related to SFHP policies, procedures, and regulations.

• At least five years of experience in managed health care and Medi-Cal and/or Medicare program.
• One to three years of management experience.
• Experience with standard claims processing and claims data analysis.
• Solid working knowledge of claims coding and medical terminology.
• Superb skills in collecting and analyzing data.
• PC proficiency including but not limited to MSOffice skills (Outlook, Word, Excel, and PowerPoint).

• Health Benefits
  • Medical: You'll have a choice of medical plans, including options from Kaiser and Blue Shield of California, heavily subsidized by SFHP.
  • Dental: You'll have a choice of a basic dental plan or an enhanced dental plan which includes orthodontic coverage.
  • Vision: Employee vision care coverage is available through Vision Service Plan (VSP).
• Retirement - Employer-matched CalPERS Pension and 401(a) plans, 457 Plan.
• Time off - 23 days of Paid Time Off (PTO) and 13 paid holidays.
• Professional development: Opportunities for tuition reimbursement, professional license/membership.

• Motivate the Team to meet required goals & encourage personal growth within the Team and GEDC
• Ensure accurate processing of all claims payments in a timely manner
• Manage overtime within allotted budget
• Supervision of cash posting staff, training, performance evaluation, and workload prioritization
• Investigating discrepancies, handling unapplied payments, and resolving payment issues with payers or internal teams
• Work with billing, claims resolution, and IT to resolve issues and ensure seamless cash flow processes
• Other claims processing or administrative tasks as requested by direct Manager

• High level of detail orientation and organizational skills
• Basic math and analytical abilities
• Intermediate computer skills including Microsoft Excel and PowerPoint
• Strong 10 key skills with data entry accuracy track record
• Excellent written and interpersonal communication skills
• Ability to work independently and professionally
• Ability to manage multiple priorities and deadlines in a high-volume environment with tight timelines
• Ability to maintain confidentiality of Team Member information
• Ability to analyze workflows, identify bottlenecks, and implement improvements for efficiency and accuracy
• Familiarity with Explanation of Benefits (EOBs), Electronic Remittance Advice (ERAs), and denials preferred

• High School Diploma or GED equivalent
• 2-3 supervisory experience
• 5-7 years' experience in claims processing preferred but not required