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Policy Issue Specialist

Blue Ash, OH 45242

Posted: 04/03/2025 Employment Type: Contract To Hire Industry: Clerical, Customer Service Job Number: 14725 Pay Rate: 21.00

Job Description

Policy Issue Specialist

trak group is hiring a Policy Issue Specialist to join a stable, mission-driven organization in the life insurance and pre-need services industry. If you're detail-oriented, eager to learn, and enjoy administrative work in a supportive team environment, this could be a great long-term fit.

Why You’ll Love This Role
  • Join a nationally recognized leader in the pre-need insurance space.
  • Work in a company that’s growing, secure, and has never had a layoff.
  • Excellent benefits and a friendly, collaborative culture.
What You’ll Do
  • Open and process incoming applications and mail.
  • Review and issue life insurance and trust policies.
  • Handle policy corrections, updates, and client inquiries.
  • Support internal teams with reporting and field assistance.
  • Help monitor 1035 Exchanges and ensure policy compliance.
  • Answer customer service calls and assist with general support needs.
What You Bring
  • 2+ years of clerical or administrative experience.
  • Strong attention to detail and organizational skills.
  • Eagerness to learn the insurance business.
  • Professionalism, maturity, and clear communication skills.
  • Bonus: Life insurance experience.
  • Big plus: Bilingual Spanish-speaking skills.
Location: 100% onsite
Hours: Rotating schedule – 8:00 AM–5:00 PM or 9:00 AM–6:00 PM

Ready to join a company that truly values its people and provides room to grow? Let trak group connect you today—apply now!
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About Blue Ash, OH

Ready to take your career to the next level in Blue Ash, Ohio? This vibrant suburb of Cincinnati boasts a dynamic job market with incredible growth opportunities waiting for you. Nestled in the heart of Hamilton County, Blue Ash offers a perfect blend of suburban charm and urban amenities. From the stunning outdoor spaces like Blue Ash Nature Park and the family-friendly Summit Park, to the mouth-watering local cuisine like the legendary Skyline Chili and Graeter's Ice Cream, there is something here for everyone. Explore art galleries at the Sharonville Cultural Arts Center, catch a show at the Blue Ash Montgomery Symphony Orchestra, or cheer on the Cincinnati Reds at the Great American Ball Park – this area has it all. Join us in Blue Ash and discover a place where career success meets quality of life like never before!