
Life Insurance Policy Servicing Specialist
12 hours ago
Policy Servicing Specialist Role
We are seeking a detail-oriented and organized Policy Servicing Specialist to join our team. In this role, you will be responsible for processing post-issue service requests, maintaining policy records, and collaborating with internal teams and external partners to ensure exceptional customer service.
- Key Responsibilities:
- Process post-issue service requests, including address changes, beneficiary updates, and banking information updates
- Maintain and update policy records in administration systems according to standard operating procedures
- Collaborate with third-party administrators, internal teams, and custodians to resolve discrepancies and ensure service quality
- Research and resolve escalated issues or incomplete transactions related to policy servicing
- Evaluate and improve service levels and turnaround times to meet Service Level Agreement (SLA) requirements
- Support audits and regulatory compliance activities by providing accurate documentation and timely responses
- Develop a strong understanding of policy administration systems, transaction codes, and process workflows
- Contribute to process improvement initiatives and provide feedback for automation opportunities
Required Skills and Qualifications
- Education: Bachelor's degree in any field; commerce graduate preferred
- Experience: 1+ year of working experience in the life insurance domain requiring attention to details, accuracy, and accountability for work product
- Computer Skills: Proficiency using a computer with Windows PC applications, including keyboard use, screen navigation, and software tool learning
- Communication Skills: Effective English business communication skills required to exchange information with clients
About This Opportunity
This is an excellent chance to advance your career in policy servicing and contribute to delivering exceptional customer experiences. If you are a detail-oriented and organized professional with a passion for delivering results, we encourage you to apply for this exciting opportunity.
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