Assistant Policyholder Service Specialist

Job Title Associate Policyholder Service Specialist (Full Time, Exempt) Job Description The Associate Policyholder Service Specialist is the key point of contact for the Integris Group in the Underwriting Department. This role is client‑facing and requires professional interaction with insureds, potential insureds, brokers and agents, regional sales executives, and Integris Group employees. The applicant must have excellent oral and written communication skills, be organized and detail oriented, and be able to prioritize work and assist in the underwriting process. Responsibilities Partner with the Underwriting Team to assist underwriters in the preparation of new and renewal business, including preparing file information, proper documentation, insured requests, and filing information within systems. Review current insured submission material for accuracy and completion; verify and ensure data input is accurate and timely during file preparation and uploading of documents. Maintain broker, regional sales executive and client relationships as assigned. Ensure requests from brokers, regional sales executives, and insureds are completed in a timely manner and within statutory requirements. Track renewal and new business to ensure invoices are paid through the portal to avoid cancellation. Assist in preparing insured certificates and loss history requests, organize by date received, and process certificates within 48 hours. Work with the Finance and Underwriting Departments to assist in managing and communicating with insureds on overdue billing invoices, payment receipts, and general billing information. Prepare and run standard and various reports for the Underwriting and Business Development Departments. Perform miscellaneous duties which may include (but are not limited to) project‑oriented work for the Underwriting department, replying to correspondence received, and timely completing requests from vendors, brokers, state insurance departments, etc. Exhibit strong communication skills and professional communication within the company. Requirements, Tasks, and Knowledge Customer Service oriented individual. Phone business acumen: ability to answer questions regarding insured’s premiums, payments, general coverage inquiries, certificates of insurance, and if needed, transfer calls to the appropriate department. Understanding of insurance policy documents. Ability to prepare and send policy packets regularly and organize and prepare envelopes for mailing. Run regular system reports from dashboards and distribute on schedule accordingly. Qualifications and Skills Underwriting Assistant or Insurance Agency Account Manager experience. Competent at using MS Office suite of products. Understanding of insurance information systems (underwriting, billing, etc.) preferred. Excellent time management skills and ability to prioritize work. Attention to detail and problem‑solving skills. Strong organization skills and ability to multi‑task and work independently. Working knowledge of office equipment such as printers and fax machines. Location The Company currently follows a hybrid office/remote work schedule: Tuesday-Thursday – In office, Glastonbury. Monday and Friday – Option to work remotely (following completion of 90‑day probationary period). Benefits As leaders in the healthcare industry, we are passionate about the health and well‑being of our employees. We support employees with generous benefits including: Health and Well‑Being Medical, dental, and vision insurance. Employee Assistance Program (EAP). Competitive salary. 401(k) with company match. Short and long‑term disability income protection. Healthcare Savings Account. Time Off Universal paid time off. Company holidays. Volunteer time off. Culture Charitable giving opportunities. Employee recognition. Company Information Founded by physicians in 1984, Integris Group provides protection and support to help policyholders navigate an increasingly complex healthcare environment. Our Board is comprised of physicians who understand the rewards and challenges of practicing medicine. We are an ally to policyholders when they need it most. Please visit our website at for more information. Integris Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. #J-18808-Ljbffr Integris Group