Policy Services Representative​

Posted 2 Days Ago
Be an Early Applicant
Bend, OR
In-Office
Junior
Fintech • Software • Financial Services
The Role
As a Policy Services Representative, you will manage policy changes and updates, assist clients with inquiries, and ensure accurate documentation.
Summary Generated by Built In
Join Us as a Policy Services Representative – Be the Backbone of Client Policy Support

Are you detail-oriented, customer-focused, and great at navigating processes? We’re looking for a dependable and organized Policy Services Representative to ensure smooth policy administration and top-tier client support.

Why This Role Matters:

📄 Policy Precision – Ensure every detail is correct and every policy is properly maintained.
🗣 Client Communication – Serve as a key point of contact for policy-related questions and updates.
🔄 Process Efficiency – Keep things moving with timely policy updates, endorsements, and service requests.
🚀 Growth-Oriented Career – Gain experience in a stable, rewarding industry.

What You’ll Do:
  • Process policy changes, updates, renewals, cancellations, and service requests.
  • Respond to client inquiries regarding policy terms, billing, coverage, and endorsements.
  • Collaborate with underwriting, sales, and customer service teams to ensure accuracy and seamless service.
  • Maintain detailed and accurate records in client databases and systems.
  • Identify and resolve discrepancies or issues related to policies and documentation.
Who You Are:

✔ Detail-driven and process-oriented
✔ Clear communicator with a service-first mindset
✔ Comfortable working with data entry and policy management systems
✔ Organized multitasker who thrives in a fast-paced environment
✔ Previous experience in insurance services, policy administration, or customer support is a plus

What’s in It for You:

✅ Competitive compensation and benefits
✅ Training and professional development opportunities
✅ A supportive team and collaborative environment
✅ Career advancement in a growing field

💬 Make Every Policy Count – Be the Person Clients Trust

As a Policy Services Representative, you’ll play a crucial role in ensuring clients experience smooth, accurate, and supportive policy management.

👉 Apply now and bring clarity, care, and confidence to every policyholder.

Top Skills

Client Databases
Policy Management Systems
Am I A Good Fit?
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The Company
HQ: Lumberton, North Carolina
4 Employees
Year Founded: 2022

What We Do

The Strickland Group, led by Triston Strickland, is a premier agency in the Life Insurance Industry. Over the years, we’ve grown rapidly by putting our agents first and helping clients secure their financial futures.

VISION: Build, Equip, and Empower agents to achieve impact, freedom, and success.

MISSION:

Provide agents with the tools, training, and mindset to thrive.

Create a culture rooted in honor, growth, grit, and accountability.

Serve with excellence, integrity, and measurable impact.

We believe our business model is the best-kept secret in sales and the key to building lasting wealth.

Discover How Top Sales Professionals Are Breaking Free From the Traditional Income Model

This is only possible in the cash- and time-rich financial services industry.

If you’re an ambitious salesperson ready to break free from burnout and create a business that works for you, let’s talk.

Imagine This:

Meet clients only 2–3 times per week (virtually).

Earn $75K/year on average, $150K/year if skilled, $300K/year as a top performer.

What We DON'T Do:

60+ hour work weeks

Cold calling

Endless networking

Constant prospecting

What We DO:

Help you start part-time or full-time, building your own scalable business.

Provide the best products in today’s financial marketplace.

Hire performers, not backgrounds—we care about your drive and success.

Offer top commission rates, no income cap, plus monthly bonuses and trip incentives.

How We Make It Happen:
We’ve developed a proven, plug-and-play system that streamlines your sales process, letting you focus on what you do best—helping clients and growing your business. Our proprietary lead generation ensures you spend your time with clients ready to move forward.

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