PE-Policy Servicing
2 days ago
Job Summary
Join our dynamic team as a Policy Servicing Executive where you will play a crucial role in managing policy changes and endorsements. With a hybrid work model and rotational shifts this entry-level position offers a unique opportunity to develop your skills in a supportive environment. Utilize your expertise in MS Office to ensure efficient policy servicing and contribute to our companys mission of delivering exceptional service.
Responsibilities
- Assist in processing policy changes and endorsements efficiently to ensure client satisfaction.
- Utilize MS Office tools to maintain accurate records and documentation of policy changes.
- Collaborate with team members to address client inquiries and provide timely resolutions.
- Ensure compliance with company policies and industry regulations in all servicing activities.
- Participate in training sessions to enhance knowledge of policy servicing processes and tools.
- Contribute to process improvement initiatives to enhance service delivery and efficiency.
- Support the team in achieving departmental goals and objectives through effective collaboration.
- Communicate effectively with clients and stakeholders to provide updates on policy changes.
- Analyze client requests to determine appropriate actions and ensure accurate processing.
- Maintain confidentiality and security of client information in all interactions.
- Adapt to rotational shifts to provide consistent support and service to clients.
- Engage in continuous learning to stay updated with industry trends and best practices.
- Provide feedback to management on potential improvements in policy servicing procedures.
Qualifications
- Demonstrate proficiency in MS Office applications to manage policy documentation effectively.
- Exhibit strong communication skills to interact with clients and team members.
- Show attention to detail to ensure accuracy in processing policy changes.
- Possess problem-solving abilities to address client inquiries and issues.
- Display a willingness to learn and adapt to new processes and technologies.
- Have a basic understanding of changes and endorsements in policy servicing.
Certifications Required
Microsoft Office Specialist Certification
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