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Home › Companies › D9cb495f 13ac 4fe9 B6a3 46d4af25b093 9200225097116 2 › Policy Holder Services Representative

Policy Holder Services Representative

D9cb495f 13ac 4fe9 B6a3 46d4af25b093 9200225097116 2 · Houston, TX, US, Houston, TX · On Site · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyD9cb495f 13ac 4fe9 B6a3 46d4af25b093 9200225097116 2
TitlePolicy Holder Services Representative
Normalized title-
Department / team-
LocationHouston, TX, United States
Work modelOn Site
Employment typeFull Time
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-04-28 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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Linked records

CompanyD9cb495f 13ac 4fe9 B6a3 46d4af25b093 9200225097116 2
Sourcedd1ed735-2ba4-4dda-8f7c-ca5ffa7fb340
ATS providerADP Workforce Now Recruiting

Description

Who we are: ManhattanLife Insurance and Annuity Company was founded in 1850, the Company’s longevity makes it one of the oldest and most reliable health and life insurance companies in the country. Operating successfully for over 175 years is a testimony to ManhattanLife’s enduring history, and an indicator of the reliability of our future. ManhattanLife’s headquarters are in Houston, TX and the company is continually growing with multiple office locations nation-wide. ManhattanLife offers attractive employee benefits starting day one, including immediate coverage under our health, dental and vision plans. We offer flexible schedules, including shortened hours on Fridays, free parking, company-wide events, professional development (LOMA testing) and a company-wide wellness program. Scope and Purpose: The Policy Policy Holder Services Representative provides front-line service for our Life Insurance policyholders, agents, and providers. This role processes requests to verify policy and benefit details, complete financial transactions (including loans and cash surrenders), and validate eligibility for policy changes. The representative collaborates with internal departments to ensure timely and accurate Premium & Billing and Customer Care servicing. This role also assists with activities that support the routine validation of policy data in the administration system and requires intermediate proficiency in Microsoft Excel, ensuring adherence to established procedures and service level expectations. Duties and Responsibilities: Process policyholder requests accurately and on time (e.g., billing updates, coverage changes, cancellations, reinstatements). Receive and respond to inbound calls professionally and concisely; make outbound calls as needed. Support internal teams with policy, eligibility, benefit-change, billing, and premium questions. Complete all assigned tasks within defined turnaround time expectations, demonstrating a strong sense of urgency. Complete special projects as assigned. Maintain high standards of confidentiality and data integrity. Minimum Qualifications: High School Graduate or equivalent (GED); financial or insurance industry knowledge preferred. Knowledge, Skills and Abilities: Strong interpersonal and communication skills and the ability to work effectively and professionally with a wide range of constituencies in a diverse community. Ability to make procedural decisions and judgments on sensitive, confidential issues. Dependable and flexible. Computer literate; demonstrates proficiency in the use of Microsoft Word and Excel. Strong data and records management skills. Strong attention to detail. Basic to intermediate mathematical literacy. Travel Requirements: This position may require light travel within a ten-mile radius from one office location to another as needed. Professional Development: Establish annual objectives for professional growth. Keep pace with developments in the discipline. Learn and apply technologies that support professional and personal growth. Participate in the evaluation process. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type, and use mouse; reach with hands and arms and talk and/or hear. The employee is required to sit for extended periods of time. The position may require lifting, pulling or moving items weighing upwards of 10 pounds as it relates to office or desk supplies. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works in an office environment. This role routinely uses standard office equipment such as computers, phones via WebEx, physical phone while in office, and photocopiers when necessary. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time without notice. AAP/EEO Statement: ManhattanLife prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation, or any other legally protected status. EOE Employer/Vet/Disabled. ManhattanLife values differences. We are committed to fostering an environment that attracts and retains a diverse workforce. With individuals from a variety of backgrounds, ManhattanLife will be better equipped to service our customers, increase innovation, and reduce risks. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.

Full job record

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Source IDdd1ed735-2ba4-4dda-8f7c-ca5ffa7fb340
Board IDdd1ed735-2ba4-4dda-8f7c-ca5ffa7fb340
Provideradp_workforcenow
Provider Job Key595243
TitlePolicy Holder Services Representative
Normalized Title—
Statusactive
Activeyes
Location TextHouston, TX, US, Houston, TX
Department—
Team—
Employment Typefull_time
Workplace Typeon_site
Remote Policy—
CountryUnited States
RegionTX
CityHouston
Salary Raw—
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Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=d9cb495f-13ac-4fe9-b6a3-46d4af25b093&ccId=9200225097116_2&lang=en_US&type=JS&jobId=595243&jwId=9201192899517_1
First Seen At2026-05-31 18:58:01Z
Last Seen At2026-06-06 12:41:18Z
Last Checked At2026-06-06 12:41:18Z
Last Changed At2026-06-06 12:41:18Z
Inactive At—
Source Posted At2026-04-28 21:05:00Z
Source Updated At—
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    "requisitionDescription": "<div><div><div><div><div><div><div><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.9.7/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/23.41.21/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><div><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/23.2.8/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.46.11/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\"><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.46.11/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.39.8/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\"><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.39.8/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.39.8/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\"><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.39.8/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><div><div><div><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.36.21/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\"><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.36.21/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.36.21/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\"><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.36.21/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><div><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.23.21/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\"><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.23.21/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><div><strong><span style=\"font-family: georgia, serif; font-size: 16px; color: rgb(0, 0, 0);\">Who we are:</span></strong><span style=\"font-family: georgia, serif; font-size: 16px; color: rgb(0, 0, 0);\"><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.19.20/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"></span><div class=\"fr-view\"><div data-testid=\"job-description\" id=\"isPasted\"><p id=\"isPasted\"><span id=\"isPasted\" style=\"font-size: 16px; font-family: georgia, serif;\"><span style=\"color: rgb(0, 0, 0);\">ManhattanLife Insurance and Annuity Company was founded in 1850, the Company&rsquo;s longevity makes it one of the oldest and most reliable health and life insurance companies in the country. Operating successfully for over 175 years is a testimony to ManhattanLife&rsquo;s enduring history, and an indicator of the reliability of our future. ManhattanLife&rsquo;s headquarters are in Houston, TX and the company is continually growing with multiple office locations nation-wide. ManhattanLife offers attractive employee benefits starting day one, including immediate coverage under our health, dental and vision plans. We offer flexible schedules, including shortened hours on Fridays, free parking, company-wide events, professional development (LOMA testing) and a company-wide wellness program.</span></span></p><p><span style=\"font-family: georgia, serif; font-size: 16px; color: rgb(0, 0, 0);\"><strong>Scope and Purpose:</strong></span></p><p><span style=\"font-family: georgia, serif; font-size: 16px; color: rgb(0, 0, 0);\">The Policy Policy Holder Services Representative provides front-line service for our Life Insurance policyholders, agents, and providers. This role processes requests to verify policy and benefit details, complete financial transactions (including loans and cash surrenders), and validate eligibility for policy changes. The representative collaborates with internal departments to ensure timely and accurate Premium &amp; Billing and Customer Care servicing. This role also assists with activities that support the routine validation of policy data in the administration system and requires intermediate proficiency in Microsoft Excel, ensuring adherence to established procedures and service level expectations.</span><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\"><br></span></p><div id=\"isPasted\"><div><div><p style='margin: 0in 0in 11.25pt; font-size: 15px; font-family: \"Palatino Linotype\", serif; background: white;' data-pasted=\"true\"><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\"><strong>Duties and Responsibilities:</strong></span></p><ul style=\"margin-left: 4px ;\"><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: georgia, serif; background: white; color: rgb(0, 0, 0);\">Process policyholder requests accurately and on time (e.g., billing updates, coverage changes, cancellations, reinstatements).</li><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: georgia, serif; background: white; color: rgb(0, 0, 0);\">Receive and respond to inbound calls professionally and concisely; make outbound calls as needed.</li><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: georgia, serif; background: white; color: rgb(0, 0, 0);\">Support internal teams with policy, eligibility, benefit-change, billing, and premium questions.</li><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: georgia, serif; background: white; color: rgb(0, 0, 0);\">Complete all assigned tasks within defined turnaround time expectations, demonstrating a strong sense of urgency.</li><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: georgia, serif; background: white; color: rgb(0, 0, 0);\">Complete special projects as assigned.</li><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: georgia, serif; background: white; color: rgb(0, 0, 0);\">Maintain high standards of confidentiality and data integrity.</li></ul><p style='margin: 0in; font-size: 15px; font-family: \"Palatino Linotype\", serif; background: white;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\"><strong>Minimum Qualifications:&nbsp;</strong></span></p><p style='margin: 0in 0in 0in 9pt; font-size: 15px; font-family: \"Palatino Linotype\", serif; background: white;'><span style=\"font-size: 16px; font-family: georgia, serif; color: rgb(0, 0, 0);\">High School Graduate or equivalent (GED); financial or insurance industry knowledge preferred.<br>&nbsp;</span></p><p style='margin: 0in; font-size: 15px; font-family: \"Palatino Linotype\", serif; background: white;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\"><strong>Knowledge, Skills and Abilities:</strong></span></p><ul style=\"margin-left: 4px ;\"><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: georgia, serif; background: white; color: rgb(0, 0, 0);\">Strong interpersonal and communication skills and the ability to work effectively and professionally with a wide range of constituencies in a diverse community.</li><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: georgia, serif; background: white; color: rgb(0, 0, 0);\">Ability to make procedural decisions and judgments on sensitive, confidential issues.</li><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: georgia, serif; background: white; color: rgb(0, 0, 0);\">Dependable and flexible.</li><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: georgia, serif; background: white; color: rgb(0, 0, 0);\">Computer literate; demonstrates proficiency in the use of Microsoft Word and Excel.</li><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: georgia, serif; background: white; color: rgb(0, 0, 0);\">Strong data and records management skills.</li><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: georgia, serif; background: white; color: rgb(0, 0, 0);\">Strong attention to detail.</li><li style=\"margin-top: 0in; margin-right: 0in; margin-bottom: 0in; font-size: 16px; font-family: georgia, serif; background: white; color: rgb(0, 0, 0);\">Basic to intermediate mathematical literacy.</li></ul><p style='margin: 0in; font-size: 16px; font-family: \"Palatino Linotype\", serif;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\"><strong>Travel Requirements:</strong></span></p><p style='margin: 0in; font-size: 16px; font-family: \"Palatino Linotype\", serif;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\">This position may require light travel within a ten-mile radius from one office location to another as needed.</span></p><h1 style='margin: 0.05pt 0in 0.0001pt; font-size: 16px; font-family: \"Palatino Linotype\", serif;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\"><br></span></h1><h1 style='margin: 0.05pt 0in 0.0001pt; font-size: 16px; font-family: \"Palatino Linotype\", serif;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\">Professional Development:</span></h1><ul style=\"margin-left: 4px ;\"><li style=\"font-size: 16px; font-family: georgia, serif; margin-top: 0.7pt; margin-right: 0in; margin-bottom: 0.0001pt; color: rgb(0, 0, 0);\"><span style=\"line-height: 115%;\">Establish annual objectives for professional growth.</span></li><li style=\"font-size: 16px; font-family: georgia, serif; margin-top: 0.5pt; margin-right: 0in; margin-bottom: 0.0001pt; color: rgb(0, 0, 0);\"><span style=\"line-height: 115%;\">Keep pace with developments in the discipline.</span></li><li style=\"font-size: 16px; font-family: georgia, serif; margin-top: 0.65pt; margin-right: 0in; margin-bottom: 0.0001pt; color: rgb(0, 0, 0);\"><span style=\"line-height: 115%;\">Learn and apply technologies that support professional and personal growth.</span></li><li style=\"font-size: 16px; font-family: georgia, serif; margin-top: 0.55pt; margin-right: 0in; margin-bottom: 0.0001pt; color: rgb(0, 0, 0);\"><span style=\"line-height: 115%;\">Participate in the evaluation process.</span></li></ul><h1 style='margin: 0in; font-size: 16px; font-family: \"Palatino Linotype\", serif; text-align: justify;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\">Physical Demands:</span></h1><p style='margin: 0in 11.6pt 0in 0in; font-size: 16px; font-family: \"Palatino Linotype\", serif; text-align: justify;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\">The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type, and use mouse; reach with hands and arms and talk and/or hear. The employee is required to sit for extended periods of time. The position may require lifting, pulling or moving items weighing upwards of&nbsp;10 pounds as it relates to office or desk supplies.</span></p><h1 style='margin: 0in 0in 0in 10.55pt; font-size: 16px; font-family: \"Palatino Linotype\", serif; text-align: justify;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\"><br></span></h1><h1 style='margin: 0in; font-size: 16px; font-family: \"Palatino Linotype\", serif; text-align: justify;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\">Work Environment:</span></h1><p style='margin: 0in 5.35pt 0in 0in; font-size: 16px; font-family: \"Palatino Linotype\", serif; text-align: justify;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\">The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works in an office environment. This role routinely uses standard office equipment such as computers, phones via WebEx, physical phone while in office, and photocopiers when necessary.</span></p><h1 style='margin: 0in 0in 0in 10.55pt; font-size: 16px; font-family: \"Palatino Linotype\", serif;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\"><br></span></h1><h1 style='margin: 0in; font-size: 16px; font-family: \"Palatino Linotype\", serif;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\">Other Duties:</span></h1><p style='font-size: 16px; font-family: \"Palatino Linotype\", serif; margin: 0.15pt 17.8pt 0.0001pt 0in; text-align: justify;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\">Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management&rsquo;s right to assign or reassign duties and responsibilities to the job at any time without notice.</span></p><h1 style='margin: 0in 0in 0in 10.55pt; font-size: 16px; font-family: \"Palatino Linotype\", serif;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\"><br></span></h1><h1 style='margin: 0in; font-size: 16px; font-family: \"Palatino Linotype\", serif;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\">AAP/EEO Statement:</span></h1><p style='margin: 0in 17.8pt 0in 0in; font-size: 16px; font-family: \"Palatino Linotype\", serif; text-align: justify;'><span style=\"color: rgb(0, 0, 0); font-size: 16px; font-family: georgia, serif;\">ManhattanLife prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation, or any other legally protected status. EOE Employer/Vet/Disabled. ManhattanLife values differences. We are committed to fostering an environment that attracts and retains a diverse workforce. With individuals from a variety of backgrounds, ManhattanLife will be better equipped to service our customers, increase innovation, and reduce risks. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.</span></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>\n",
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