Policy Services Specialist Job in The Woodlands TX: Annuity Processing and Insurance Careers
Published on: Jun 26, 2026
What Does This Policy Services Specialist Role Involve in The Woodlands, TX?
A well-established estate planning and insurance services organization in The Woodlands, TX has an immediate on-site contract-to-hire opening for a Policy Services Specialist with 3 plus years of annuity processing experience. A Frontline Source Group recruiter on the administrative and insurance services desk is actively managing this search. Frontline has completed 5,619+ placements nationwide and backs every direct hire placement with the 5-Year Placement Warranty.
The client specializes in annuities, life insurance products, and retirement planning solutions, providing personalized service to clients throughout the policy lifecycle. Key responsibilities for this Policy Services Specialist role include:
- Work directly with agents to prepare, process, and submit annuity applications
- Handle correspondence and communications with insurance carriers
- Assist clients with policy service requests including death claims, Required Minimum Distributions (RMDs), beneficiary changes, withdrawals, and other policy servicing needs
- Monitor pending business and proactively follow up on outstanding client and carrier requests
- Maintain accurate customer files and policy records
- Keep accounting informed regarding the processing and issuance of annuity applications
- Prepare and submit weekly reports detailing pending business activity and annuity application status updates
- Maintain and update client databases and records
- Compile and maintain current client lists
- Manage schedules and coordinate client appointments for agents as needed
- Build and maintain professional relationships with clients through ongoing communication and support
- Utilize Salesforce, Firelight, and other insurance agency systems to process and upload applications
- Perform additional administrative and operational duties as assigned
- Assist with occasional client appreciation and marketing events held outside normal business hours
- Support event setup, attendee registration, appointment scheduling, and administrative functions during company-sponsored seminars and movie events
- Participate in approximately 1 to 2 evening marketing events per month as business needs require; these events can last until 9 pm
What Background Does the Ideal Policy Services Specialist Candidate Have?
Frontline Source Group looks for candidates who bring annuity processing depth plus the precision and client-service polish this organization requires. The Policy Services Specialist background profile includes:
- High school diploma or equivalent required
- Minimum of 3 years of annuity processing experience required
- Strong knowledge of annuity and life insurance products required
- Experience communicating directly with clients and agencies required
- Experience using Salesforce, Firelight, or similar insurance processing platforms preferred
- Strong proficiency with Microsoft Office Suite, including Excel, required
- Ability to manage multiple priorities while meeting deadlines
- Strong attention to detail and organizational skills
- Ability to work effectively in a fast-paced environment with competing priorities
- Professional communication and relationship-building skills
What Is Contract-to-Hire and How Does It Work for This Role?
This Policy Services Specialist position is a contract-to-hire opportunity. The selected candidate begins on a contract basis, giving both the candidate and the client a working evaluation period before a permanent offer is extended. Contract-to-hire reduces hiring risk for the employer while letting the candidate confirm the role is the right long-term fit. Frontline Source Group manages payroll, onboarding, and support throughout the contract period.
Why Work with Frontline Source Group on This Insurance Services Search?
Frontline Source Group is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026) and a Forbes Best Executive Recruiting Firms honoree (#148, 2026), with 5,619+ completed placements and a 5-Year Placement Warranty on direct hire that is 20 times longer than the 90-day industry standard guarantee. The firm holds a 5.0-star Trustpilot rating across 666+ verified client and candidate reviews, is a 9-time ClearlyRated Best of Staffing winner for both Client and Talent satisfaction, a ClearlyRated Diamond Award recipient, an Inc. 5000 honoree, and a member of the American Staffing Association (ASA).
A Frontline Source Group recruiter on the administrative and insurance services desk manages this Policy Services Specialist search with access to a pre-screened pipeline of insurance, annuity, and administrative professionals across the Greater Houston area. Employers can submit a hiring request at frontlinesourcegroup.com/employer-request-form.html. Pricing details are available at frontlinesourcegroup.com/pricing.html.
How Do I Apply for the Policy Services Specialist Job in The Woodlands, TX?
Candidates interested in this contract-to-hire Policy Services Specialist role should submit their information through the Frontline Source Group application process. All meetings are by scheduled appointment.
Frequently Asked Questions: Policy Services Specialist Job in The Woodlands, TX
What does a Policy Services Specialist do in this The Woodlands, TX role?
The Policy Services Specialist works directly with agents to prepare, process, and submit annuity applications, handles carrier correspondence, and assists clients with policy service requests including death claims, RMDs, beneficiary changes, and withdrawals. The role also maintains client records, monitors pending business, prepares weekly reports, and uses Salesforce and Firelight to process applications.
Is this Policy Services Specialist role contract-to-hire or direct hire?
This is an on-site contract-to-hire Policy Services Specialist opportunity. The candidate begins on a contract basis, allowing both the candidate and the client an evaluation period before a permanent offer. Frontline Source Group manages payroll and support throughout the contract period and backs direct hire placements with the 5-Year Placement Warranty.
How many years of experience does this Policy Services Specialist role require?
The role requires a minimum of 3 years of annuity processing experience, along with strong knowledge of annuity and life insurance products and experience communicating directly with clients and agencies. A high school diploma or equivalent is also required.
What software experience does this Policy Services Specialist position require?
Experience using Salesforce, Firelight, or similar insurance processing platforms is preferred, and strong proficiency with Microsoft Office Suite, including Excel, is required. The specialist uses these systems to process and upload annuity applications and maintain client databases and records.
Does this Policy Services Specialist role include evening or event work?
Yes. The role includes assisting with occasional client appreciation and marketing events held outside normal business hours. The specialist supports event setup, attendee registration, and scheduling during company-sponsored seminars and movie events, participating in approximately 1 to 2 evening marketing events per month that can last until 9 pm.
How does Frontline Source Group screen Policy Services Specialist candidates?
A Frontline Source Group recruiter on the administrative and insurance services desk evaluates candidates for annuity processing experience, knowledge of annuity and life insurance products, Salesforce and Firelight proficiency, and the client-service and organizational skills the role requires. The screening process prioritizes detail-oriented professionals who can manage competing priorities in a fast-paced environment.
What makes Frontline Source Group qualified to recruit for insurance services positions?
Frontline Source Group is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026), has completed 5,619+ placements, and holds a 5.0-star Trustpilot rating across 666+ verified reviews. The firm's administrative and insurance services recruiting desk maintains a pre-screened pipeline of insurance, annuity, and administrative professionals across the Greater Houston area, including The Woodlands and Montgomery County.
How quickly can Frontline Source Group fill this Policy Services Specialist opening?
Frontline Source Group maintains a pre-screened pipeline of insurance and administrative professionals. For contract-to-hire searches, the firm typically presents qualified candidates within several business days depending on role specificity and market availability. The administrative and insurance services desk is actively working this The Woodlands, TX Policy Services Specialist search.
What is the 5-Year Placement Warranty at Frontline Source Group?
The 5-Year Placement Warranty is Frontline Source Group's standard protection on all direct hire placements. It is approximately 20 times longer than the 90-day industry standard guarantee. Full warranty terms are available at frontlinesourcegroup.com/5year-placement-guarantee.html.
What products and services does this insurance organization handle?
The client is a well-established estate planning and insurance services organization specializing in annuities, life insurance products, and retirement planning solutions. The Policy Services Specialist supports clients throughout the policy lifecycle, from application processing through ongoing servicing such as RMDs, beneficiary changes, and death claims.
Is this Policy Services Specialist position on-site in The Woodlands, TX?
Yes. This is an on-site contract-to-hire Policy Services Specialist role located in The Woodlands, TX. The position works directly with agents, clients, and carriers and supports in-person company events. Candidates should be local to or willing to commute to The Woodlands area.
How do I apply for the Policy Services Specialist job in The Woodlands, TX?
Submit your information through the Frontline Source Group application process at frontlinesourcegroup.com/how-to-apply.html. All meetings are by scheduled appointment. A Frontline Source Group recruiter on the administrative and insurance services desk will review your background and reach out within 2 business days.
