Life Insurance Policy Services Specialist

2 days ago

Hubli, Karnataka, India beBeeInsurance Full time ₹ 35,00,000 - ₹ 65,00,000
Job Overview:

This role is responsible for providing exceptional service to clients by processing post-issue service requests, maintaining policy records, and collaborating with internal teams to ensure high-quality service.

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  • Process address changes, beneficiary updates, and banking information updates
  • Handle routine maintenance tasks such as corrections to policy data and transaction reversals
  • 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 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

Required Qualifications:

  • Graduation in any stream; Commerce Graduate preferred
  • 1+ year of working experience in the Life insurance domain, requiring attention to details, accuracy, and accountability for work product
  • Experience in a professional/office-related environment requiring regular scheduled shifts
  • Experience using a computer with Windows PC applications, requiring keyboard navigation, and learning new software tools
  • Effective English business communication skills for exchanging information with clients

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