Job Summary

Join our dynamic team as a Policy Servicing Associate where you will play a crucial role in managing and maintaining policy records efficiently. With a focus on accuracy and customer satisfaction you will utilize your MS Office skills to ensure seamless operations in a hybrid work model. This position offers rotational shifts providing flexibility and exposure to diverse tasks within the life and annuities insurance domain.

Responsibilities

Manage and maintain policy records with precision to ensure data accuracy and compliance.
Utilize MS Office tools to streamline policy servicing processes and enhance operational efficiency.
Collaborate with team members to resolve policy-related queries and provide exceptional customer service.
Assist in the preparation and distribution of policy documents ensuring timely delivery to clients.
Monitor policy changes and updates ensuring all modifications are accurately reflected in the system.
Support the team in conducting audits and reviews to maintain high standards of policy servicing.
Communicate effectively with clients and stakeholders to address inquiries and provide solutions.
Participate in training sessions to stay updated on industry trends and enhance skill sets.
Contribute to process improvement initiatives to optimize policy servicing workflows.
Ensure compliance with regulatory requirements and company policies in all servicing activities.
Provide feedback and suggestions to enhance the quality of service delivery.
Adapt to rotational shifts demonstrating flexibility and commitment to meeting service standards.
Engage in cross-functional collaboration to support broader organizational goals.

Qualifications

Demonstrate proficiency in MS Office applications showcasing the ability to handle complex data efficiently.
Exhibit strong communication skills in English both written and verbal to interact effectively with clients and team members.
Possess a keen eye for detail and accuracy ensuring high-quality policy servicing.
Show willingness to learn and adapt to new technologies and processes within the insurance domain.
Display a basic understanding of life and annuities insurance enhancing service delivery.
Demonstrate problem-solving skills to address client queries and operational challenges.
Maintain a customer-centric approach prioritizing client satisfaction in all interactions.

Certifications Required

Microsoft Office Specialist Certification Life Insurance Certification (optional)

PE-Policy Servicing

PE-Policy Servicing