PE-Policy Servicing
3 days ago
Job Summary
The Policy Servicing Specialist will be responsible for managing and maintaining life and annuities insurance policies. This role requires a keen eye for detail and proficiency in MS Office to ensure accurate policy servicing. The candidate will work in a hybrid model primarily during day shifts with no travel required. The role is crucial in supporting the companys mission to provide exceptional insurance services.
Responsibilities
- Manage and maintain life and annuities insurance policies to ensure accuracy and compliance with company standards.
- Utilize MS Office tools to efficiently process and update policy information.
- Collaborate with internal teams to resolve policy-related inquiries and issues promptly.
- Ensure all policy servicing activities adhere to regulatory requirements and company guidelines.
- Provide exceptional customer service by addressing policyholder queries and concerns effectively.
- Analyze policy data to identify trends and recommend improvements in servicing processes.
- Prepare detailed reports on policy servicing activities for management review.
- Coordinate with underwriters to facilitate policy amendments and endorsements.
- Conduct regular audits of policy records to maintain data integrity.
- Support the development and implementation of new policy servicing procedures.
- Participate in training sessions to stay updated on industry trends and best practices.
- Contribute to team meetings by sharing insights and suggestions for process enhancements.
- Assist in the onboarding of new team members by providing guidance and support.
Qualifications
- Demonstrate proficiency in MS Office particularly Excel and Word to manage policy data efficiently.
- Possess strong knowledge of life and annuities insurance to handle policy servicing tasks effectively.
- Exhibit excellent communication skills to interact with policyholders and internal teams.
- Show attention to detail to ensure accuracy in policy documentation and servicing.
- Have the ability to work independently in a hybrid work model managing time effectively.
- Display problem-solving skills to address policy-related issues promptly.
- Maintain a customer-centric approach to deliver high-quality service.
Certifications Required
Certified Insurance Service Representative (CISR) or equivalent certification in life and annuities insurance.
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