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-timeRemote • United StatesSenior💰 $20 - $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing insurance-related transactions, including policy changes, cancellations, and beneficiary updates, while providing exceptional customer service. Proficient in Microsoft Word and Excel, with strong attention to detail and the ability to manage a heavy workload 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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy ProcessingContract ChangesGain CalculationsInsurance VerificationsData EntryPolicy SurrendersCancellations1035 ExchangesBeneficiary ChangesAuthorization to Release Information

Soft Skills

Excellent Communication SkillsAttention to DetailAdaptabilityOrganizational SkillsMultitasking Ability

Certifications & Qualifications

Industry Recognized Certifications

Industry Keywords

Life InsuranceAccounting EnvironmentPolicy ServiceInternal AuditsCustomer ServiceState RequirementsDepartment PoliciesProduct LinesAdministrative PracticesFluency in Spanish

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 Legal
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 entries and death notifications 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 from Billing and Call Center teams
Process insurance verifications from outside sources
Assist Department Management with procedures, internal audits, and staff questions
Review and analyze daily and monthly policy and account reports for timeliness and accuracy
Provide and update policy information for bankruptcies, tax levies, and subpoenas as directed by Legal
Process lost and uncashed check forms and complete direct deposits of funds
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 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
Must obtain a Career Advancement Application from Human Resources or the ADP Portal to apply

Benefits

Comp & perks

Telecommuting flexibility
Competitive salary and benefits
Relocation assistance is not available
Visa sponsorship is not available