Policy Owner Services Associate

Reposted 3 Days Ago
Be an Early Applicant
Plano, TX, USA
In-Office
19-25 Hourly
Entry level
Insurance
The Role
The Policy Owner Services Associate supports insurance application processing, policy maintenance, and customer service, ensuring timely and accurate administration.
Summary Generated by Built In

Horace Mann is seeking a detail-oriented and customer-focused Policy Owner Services Associate (POS Associate) to support the processing and maintenance of insurance applications and policy changes for existing Horace Mann customers.

In this role, you’ll play an important part in ensuring accurate policy administration, timely service, and a positive customer experience. The ideal candidate is organized, dependable, and committed to maintaining high quality and productivity standards while working in a fast-paced environment.

Key Responsibilities

Policy Processing & Administration

  • Process new business applications and policy changes submitted to Policy Owner Services (POS).
  • Perform accurate data entry for applications, policy updates, and maintenance requests.
  • Review applications and requests for missing information or requirements.
  • Process changes and corrections to policy dates, premiums, and payroll deductions.
  • Obtain and update payroll slips as needed to ensure deduction accuracy.
  • Handle policy administration requests for both current and legacy products.
  • Issue approved applications as directed by underwriting.

Workflow & Quality Management

  • Maintain all assigned work items within established service level expectations.
  • Review workflows regularly to ensure accurate status updates and timely processing.
  • Research and resolve errors or discrepancies promptly and accurately.
  • Meet established productivity and quality standards, including:
    • Monthly productivity scorecard of 80% or greater
    • Monthly audit error rate of 5% or less
    • No more than 3 Special Audit errors per month over the prior quarter

Customer & Agent Support

  • Communicate professionally with Horace Mann customers and agents through written correspondence.
  • Provide timely and accurate responses to inquiries and requests.
  • Collaborate with internal departments to support smooth policy processing and issue resolution.

Qualifications & Experience

  • High School Diploma or GED required
  • Be able to type 45 WPM. 
  • 1+ years of college preferred
  • Previous experience in health or life insurance operations preferred
  • Strong attention to detail and accuracy
  • Effective written and verbal communication skills
  • Strong organizational and time-management skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Basic computer proficiency and data entry experience preferred

Additional Information

  • Normal office environment
  • Hybrid work arrangement (combination of in-office and work-from-home)

Pay Range:

  • $18.80- $25.43/hr.

Salary is commensurate to experience, location, etc.

#APP

Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow.  And with our broadened mission has come corporate growth:  We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.

We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs.  We help educators identify their financial goals and develop plans to achieve them.  This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.

EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status

For applicants that are California residents, please review our California Consumer Privacy Notice

All applicants should review our Horace Mann Privacy Policy

Skills Required

  • High School Diploma or GED
  • 1+ years of college preferred
  • Previous experience in health or life insurance operations preferred
  • Strong attention to detail and accuracy
  • Effective written and verbal communication skills
  • Strong organizational and time-management skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Basic computer proficiency
  • Data entry experience
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The Company
HQ: Springfield, IL
1,189 Employees
Year Founded: 1945

What We Do

Horace Mann was founded in 1945 by two educators in Springfield, Ill., who believed teachers deserved affordable auto insurance. Originally called the Illinois Education Association Mutual Insurance Company, our name was changed to honor the father of the American public education system, Horace Mann. We are proud to share his name. At Horace Mann, the hard work, commitment and dedication of our employees are the foundation of our success. And today we are the largest, national multiline insurance company dedicated to serving America’s educators and their families. Our purpose is to provide lifelong financial well-being for educators and their families through personalized service, advice, and a full range of tailored insurance and financial products. Through our professional agents and their staff, we offer insurance and financial products to the educational community across the United States.

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