Policy Admin

Job Description

Performs all administrative functions required for servicing of insured policy, certificate issue, and premium billing/collection.

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· Process enrollments, terminations, plan changes, census changes and billing changes based on the provisions of the Account Requirements.

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· Prepares certificate and schedule page, including any required endorsements for the policy.

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· Researches and responds to correspondence and phone calls from insured.

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· Assists and provide support with special projects to include new group implementation and maintenance.

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· Cross-trained on most administrative functions for routine processes. Should maintain an accuracy level of 98% and process activities 98% in standard.

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· Identifies, analyzes, and reports problems to the management staff promptly; suggests resolution with full documentation.