Job Summary

HR Service Jobs is seeking a detail-oriented, organized, and customer-focused Policy Services Administrator – Insurance Account Updates to support insurance policy administration, maintain accurate customer records, and process policy changes efficiently. This role is ideal for individuals who enjoy administrative work, data management, documentation, and delivering reliable customer service in a professional insurance environment.

The successful candidate will be responsible for reviewing policy information, updating customer and account records, processing policy amendments, maintaining documentation, and ensuring that all changes are recorded accurately in accordance with established procedures. The position requires strong attention to detail, positive communication skills, confidentiality, and the ability to manage multiple administrative tasks while meeting deadlines.

The Policy Services Administrator will work closely with insurance agents, account managers, customer service representatives, underwriting teams, and other internal departments to ensure that policyholder information remains accurate and up to date. The role also involves responding to routine account inquiries, identifying discrepancies, following up on pending documentation, and escalating complex requests to the appropriate team.

Candidates with previous insurance administration experience are encouraged to apply. Applicants with strong administrative, data entry, customer service, or office support skills who are willing to learn insurance procedures may also be considered.

Key Responsibilities

1. Insurance Policy Administration




- Process routine insurance policy updates, amendments, and account maintenance requests in accordance with company procedures.
- Update policyholder details, contact information, mailing addresses, billing preferences, and other authorized account information.
- Review incoming policy change requests to ensure that the required information and supporting documentation are complete.
- Maintain accurate electronic records of policy changes, account transactions, and customer communications.
- Assist with policy renewals, endorsements, corrections, and other servicing activities as assigned.
- Ensure that all changes are processed within established service-level agreements and internal deadlines.

- Customer Account Updates

- Enter and update customer information in insurance administration systems, customer relationship management platforms, and internal databases.
- Verify customer details against available documentation before making account changes.
- Identify duplicate records, missing information, inconsistencies, and data entry errors.
- Correct authorized discrepancies and refer complex account issues to the appropriate department.
- Ensure that customer records are properly organized and easy to retrieve when required.

- Documentation and Record Management





- Maintain accurate electronic files containing policy documents, correspondence, endorsements, and supporting records.
- Review documents for completeness, accuracy, and compliance with internal documentation standards.
- Organize and archive records according to company retention and information management procedures.
- Track outstanding documents and follow up with relevant teams or customers when additional information is required.
- Support internal reviews, quality checks, and audit preparation by retrieving relevant account documentation.

- Customer Service and Communication

- Respond professionally to routine inquiries regarding policy information, account updates, and administrative requests.
- Communicate clearly with customers, insurance agents, brokers, and internal stakeholders.
- Provide updates on the status of servicing requests when authorized and appropriate.
- Explain administrative requirements and documentation procedures in simple, skilled language.
- Maintain a courteous and helpful approach when handling customer concerns.
- Escalate complaints, coverage questions, billing disputes, and requests requiring specialist approval.

- Data Accuracy and Quality Assurance

- Check completed transactions to ensure that updates have been entered correctly.
- Follow established verification procedures before finalizing changes to policy records.
- Maintain a high standard of accuracy when handling customer data and policy documentation.
- Report recurring errors, system issues, and process gaps to the appropriate supervisor.<

📌 Policy Services Administrator – Insurance Account Updates (Canada)
🏢 HR Service Jobs
📍 Canada