Senior Policy Service Associate

Security Mutual Life Insurance Company of New York

. Process contract changes, reinstatements, and reprojections using technical expertise and complex product knowledge .

Posted 10/10/2026full-timeUnited StatesSenior💰 $20 - $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing complex insurance transactions, including policy changes, cancellations, and beneficiary updates, while providing exceptional customer service and support. Proficient in Microsoft Word and Excel, with strong attention to detail and the ability to manage multiple tasks effectively.

Highest-signal resume keywords

Customer Care/Support ExperienceLife Insurance KnowledgeMicrosoft Word and Excel ProficiencyLeadership AbilityData Entry Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ProcessingContract ChangesGain CalculationsInsurance VerificationsPolicy SurrendersCancellations1035 ExchangesQualified RolloversCourt Document ReviewAuthorization to Release Information

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationAttention to DetailAdaptabilityMultitasking

Certifications & Qualifications

Industry Recognized Certifications

Industry Keywords

Life InsuranceAccounting EnvironmentPolicy ServiceCustomer ServiceInternal Audits

About the role

Key responsibilities & impact

Process contract changes, reinstatements, and reprojections using technical expertise and complex product knowledge
Review and process Court documents according to state requirements in consultation with the Legal department
Handle complex processing issues and provide processing support
Assist with training Policy Service staff
Process policy surrenders, cancellations, 1035 exchanges, and qualified rollovers
Review policy status and provisions and document transactions, contacting policyowners for clarification as necessary
Verify cost basis and complete gain calculations as needed
Process beneficiary changes and policy assignments according to state and company guidelines
Process Death Master Registry records and death notifications received from Claims
Process, update, and monitor Authorization to Release Information reports
Review and process requests for duplicate policies
Provide internal and external customer service, including mailing forms, interpreting requests, responding to website inquiries, and completing processing
Complete service requests assigned by the Billing Team and Call Center
Process insurance verifications from outside sources
Assist management with procedure development, internal audits, and staff questions
Review and analyze daily and monthly policy and account reports for timeliness and accuracy
Provide and update policy information as directed by Legal for bankruptcies, tax levies, and subpoenas
Process lost and un-cashed check forms and complete direct deposits
Perform other duties assigned by management

Requirements

What you’ll need

4-6 years of experience in Customer Care/Support required
1-2 years of experience in a life insurance or accounting environment required
Intermediate knowledge of Microsoft Word and Excel required
Demonstrated leadership ability required
Excellent written and verbal communication skills
Excellent data entry skills
Ability to perform work accurately and thoroughly
Ability to adapt to change and work under pressure
Ability to meet internal and external customer needs
Ability to pay close attention to detail
Ability to prioritize and organize a heavy workload
Ability to multitask
Demonstrated ability to take on increasing levels of responsibility required
Must be dependable
Associate's Degree in Business required; degree in a related field acceptable
Knowledge of department policies, product lines, and administrative practices preferred
Industry recognized certifications preferred
Fluency in Spanish is a plus
Visa sponsorship is not available

Benefits

Comp & perks

Competitive salary and benefits
Possible telecommuting arrangement
Career Advancement Application opportunity
Training and professional development through staff training responsibilities
Community and charitable initiatives supported by the company
Relocation assistance is not available