
Policy Servicing Specialist
5 days ago
Job Title: Policy Servicing Specialist
">Job Summary:
- The Policy Servicing Specialist will be responsible for processing post-issue service requests, maintaining policy records, and collaborating with internal teams to ensure seamless service delivery.
Key Responsibilities:
- Process post-issue service requests including address changes, beneficiary updates, ownership and payor changes, and banking information updates.
- Maintain and update policy records in administration systems according to standard operating procedures.
- Collaborate with TPAs, internal teams, and custodians to resolve discrepancies and ensure service excellence.
- 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.
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 work product.
- Experience in a professional/office-related environment that required regular scheduled shifts.
- Experience using a computer with Windows PC applications that required keyboard navigation and learning new software tools.
- Effective English business communication skills required to exchange information with clients.
What We Offer:
- A dynamic work environment that encourages growth and development.
- Opportunities to work with a talented team of professionals.
- A competitive compensation package.
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