Policy Service Administrator

Manage assigned policy service requests from initiation to completion, prioritizing urgent matters and resolving issues proactively. Coordinate and process policy changes, ensuring compliance with carrier and regulatory requirements while delivering timely updates to advisors. Act as the key resource for insurance carriers regarding in-force policies, communicating decisions and requirements clearly. Submit policy changes to carriers and document transactions within WealthServ in accordance with PPI procedures. Respond promptly to inquiries from advisors, carriers, and internal stakeholders, maintaining regular communication regarding request status and timelines. Monitor outstanding requirements to ensure timely transaction completion and collaborate with carriers to expedite servicing requests. Ensure all client information handling aligns with privacy, regulatory, and company requirements. Engage in actions supporting PPI's ESG commitments to advisors, clients, and employees.