Description We are seeking a Policy Service Specialist to join our dynamic team and play a key role in supporting our annuity and life insurance operations. This individual will provide exceptional service and communication to clients and carriers while managing a variety of administrative and customer service tasks with a high level of professionalism. The ideal candidate is proactive, detail-oriented, eager to learn, and comfortable navigating new challenges as part of a collaborative environment. Key Responsibilities: • Serve as the primary point of contact for clients and carriers, effectively handling phone communications, emails, and other correspondence. • Proactively update clients on the status of their applications and follow up with carriers within 1-2 business days. • Process and review incoming leads, scrub application details for accuracy, and ensure proper follow-through on administrative tasks. • Adapt to shifting priorities and contribute to special projects or initiatives as assigned by leadership. • Utilize various computer applications, including Microsoft Outlook, Word, and Excel, to manage client data, generate reports, and track progress. • Maintain a professional and empathetic demeanor while providing solutions to client inquiries and addressing potential issues. • Demonstrate exceptional attention to detail when processing information or updating records. • Always represent the company’s values through consistent professionalism and outstanding communication. Requirements • Proficiency in basic computer applications, including Microsoft Outlook, Word, and Excel. • Quick learner with the ability to adapt to new tasks and processes and take direction effectively. • Excellent written and verbal communication skills; bilingual candidates are strongly encouraged to apply. • A proactive mindset and enthusiasm for personal and professional growth. • Exceptional attention to detail, patience, and the ability to maintain focus under pressure. • Experience handling phone communications and providing superior customer service. • Flexibility to work on special projects and adjust to changing priorities within the role. TalentMatch® Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .