Insurance Policy Servicer

1 day ago


Tiruchi, Tamil Nadu, India beBeePolicy Full time ₹ 8,00,000 - ₹ 12,00,000
Life Insurance Policy Servicing Role

This position plays a crucial role in ensuring the smooth operation of our life insurance policy servicing processes.

Main Responsibilities:

  • Process service requests, including address changes, beneficiary updates, ownership and payor changes, and banking information updates.
  • Handle routine tasks such as corrections to policy data, transaction reversals, and reinstatements.
  • Maintain and update policy records in administration systems according to standard procedures.
  • Collaborate with third-party administrators and internal teams to resolve discrepancies and ensure quality service.
  • 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.

Necessary Skills and Qualifications:

  • Graduation in any stream; Commerce Graduate preferred.
  • At least 1 year of working experience that required a focus on quality, including attention to details, accuracy, and accountability.
  • Experience in a professional environment that required regular scheduled shifts.
  • Proficiency in using a computer with Windows PC applications, requiring keyboard navigation and learning new software tools.
  • Effective business communication skills to exchange information with clients.

Key Requirements:

  • Detailed oriented.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Able to work accurately under pressure.

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