Policy Service Specialist

We are looking for a Policy Service Specialist to support annuity and life insurance operations in Las Vegas, Nevada. This Contract to Permanent position is ideal for someone who combines strong customer service instincts with careful administrative follow-through and clear communication. In this role, you will work closely with clients and insurance carriers, helping move policies forward while maintaining accuracy, responsiveness, and a high standard of service.

Responsibilities:
• Communicate with clients regularly to provide timely updates on application progress and coordinate prompt follow-up with insurance carriers.
• Review incoming leads and policy-related information, verify details for completeness and accuracy, and keep related tasks moving to completion.
• Manage administrative support activities connected to annuity and life insurance servicing while maintaining organized and current records.
• Use Microsoft Outlook, Word, Excel, and related systems to document interactions, monitor workflow, and prepare basic reports or status tracking.
• Respond to client questions with empathy and solution-focused communication that supports a positive service experience.
• Maintain a high level of accuracy when entering, reviewing, and updating policy and client information across multiple systems.
• Adjust effectively to changing business needs and contribute to special assignments or process-related projects as requested by leadership.
• Represent the organization in a detail-focused manner through dependable service, strong communication, and consistent attention to client needs.

Qualifications:

• Bachelor’s degree required.
• Experience with customer service, customer support, or a related client-facing function.
• Working knowledge of Microsoft Office applications, including Outlook, Word, and Excel.
• Ability to learn new processes and tools quickly, including platforms such as Salesforce.
• Strong written and verbal communication skills; bilingual abilities are a plus.
• Detail-oriented approach with the ability to stay organized and accurate in a fast-paced environment.
• Flexibility to manage shifting priorities and support additional projects when needed.

Compensation

$25.00-$28.00 Hourly

About Us

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 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.

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