Policyholder Services Representative I

Davies North AmericaUnited States only

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Our Story

Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America , we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.

What's in Store

We are on the lookout for experienced Policyholder Services Representatives who will be responsible for responding to inbound customer service inquiries, complaints, and service requests in a professional and timely manner. You will be the first point of contact with policyholders and their representatives which requires a commitment to client sensitivity, service, and guideline adherence. Policyholder Client Service Representatives spend 80% or more of their day responding to telephone and/or written inquiries from policyholders and/or their representatives.

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Policyholder Services Representative I at Davies North America · ApplyPick

Complete document processing in an efficient and effective manner
Update and change customer contact and policy information with accuracy
Respond to all written inquiries, communicating clearly and with proper grammar
Meet or exceed all established minimum expectations/metrics and goals for the position
Meet or exceed standards for productivity and quality as established for the role
Appropriately process all confidential information abiding by Health Insurance Portability and Accountability Act (HIPAA) privacy laws
Ensure smooth transition of inquiry to appropriate department if/when necessary
Support company values of We are Dynamic, We are Innovative, We are Connected, and We Succeed Together
Perform other duties as assigned
This is a full-time, home-based position.
Skills, knowledge & expertise
High School education/GED required with a minimum of one (1) year customer service or other relevant work experience required
Proficient computer skills and experience in Microsoft Office products required
Insurance or medical background preferred
Understanding of medical terminology, health insurance, claims, and/or LTC preferred
Possess a high degree of tact, empathy, and professionalism
Exceptional interpersonal skills with an enthusiastic nature and an overall passion for excellence
Possess the ability to use strong and effective listening skills to ask appropriate questions to fully understand the needs of policyholders and representatives
Effectively relay complex insurance information and policy language into basic understandable concepts
Superb written and verbal communication skills; must be clear and concise, both in written communications and when speaking to policyholders and representatives
Detail oriented with the ability to work independently as well as part of a team
Ability to toggle between multiple screens while documenting and speaking with policyholders
Exceptional attention to detail with excellent organizational skills
Proactively provide creative and analytical recommendations to management for process and performance improvement
Equal Employment Opportunity & Legal Notices

Policyholder Services Representative I

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Our Story

What's in Store

Policyholder Services Representative I

Apply now

Our Story

What's in Store

Key Responsibilities

Benefits

Compensation Transparency:

Background Check & Fair Chance Compliance

Apply now