
Policy Servicing Professional
2 weeks ago
Job Opportunity: Policy Servicing Professional
We are seeking a highly detail-oriented and organized individual to join our team as a Policy Servicing Professional.
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 internal teams and external partners 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 Service Level Agreement (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.
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 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.
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