Policy Servicing Coordinator

2 weeks ago


Bareilly, Uttar Pradesh, India beBeeDetailoriented Full time ₹ 35,00,000 - ₹ 75,00,000

Job Summary:

We are seeking a meticulous and organized professional to fill the role of Life Insurance Policy Servicing Coordinator.

The ideal candidate will be responsible for processing post-issue service requests, handling routine maintenance tasks, and maintaining policy records in accordance with standard operating procedures.

This position requires strong communication skills, attention to detail, and the ability to work effectively in a team environment.

  • Process post-issue service requests, including address changes, beneficiary updates, ownership and payor changes, and banking information updates
  • Handle routine maintenance tasks such as corrections to policy data, transaction reversals, and reinstatements
  • Maintain and update policy records in administration systems according to standard operating procedures
  • Collaborate with internal teams to resolve discrepancies and ensure service quality
  • Research and resolve escalated issues or incomplete transactions related to policy servicing
  • Ensure service levels and turnaround times are met according to SLA requirements
  • Support audits and regulatory compliance activities by providing accurate documentation and timely responses
  • Maintain a strong understanding of policy administration systems, transaction codes, and process workflows
  • Participate in process improvement initiatives and provide feedback for automation opportunities

Requirements:

  • Graduation in any stream; Commerce Graduate preferred
  • 1+ year of working experience (Life insurance domain) that required a focus on quality, including attention to details, accuracy, and accountability for your work product
  • Experience in a professional/office-related environment that required you to work regularly scheduled shifts
  • Effective English business communication skills required to exchange information with clients

About This Role:

This is an exciting opportunity for a detail-oriented individual to join our organization and contribute to the success of our team.

We offer a dynamic work environment, competitive compensation package, and opportunities for professional growth and development.

If you are a motivated and organized professional looking for a new challenge, please submit your application.



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