Customer Service Representative

Job Summary

The PE-Policy Servicing role requires a dedicated professional with 2 to 5 years of experience in Life and Annuities Insurance. The candidate will work from the office during day shifts utilizing their expertise in MS Office and strong English language skills to efficiently manage policy servicing tasks. This role does not require travel and focuses on delivering high-quality service to enhance customer satisfaction and support the companys objectives.

Responsibilities

• Manage and process policy servicing requests efficiently to ensure customer satisfaction and compliance with company standards.
• Collaborate with team members to resolve complex policy issues and provide accurate information to clients.
• Utilize MS Office tools to maintain and update policy records ensuring data accuracy and integrity.
• Communicate effectively with clients and stakeholders in English to address inquiries and provide solutions.
• Analyze policy documents and identify discrepancies to ensure compliance with regulatory requirements.
• Develop and implement process improvements to enhance the efficiency of policy servicing operations.
• Provide training and support to junior team members to foster a collaborative and knowledgeable work environment.
• Monitor and report on policy servicing metrics to identify trends and areas for improvement.
• Coordinate with other departments to ensure seamless policy servicing and customer experience.
• Stay updated with industry trends and changes in Life and Annuities Insurance to maintain expertise.
• Participate in team meetings and contribute to strategic discussions to align with company goals.
• Ensure all policy servicing activities adhere to company policies and regulatory guidelines.
• Support the companys mission by delivering exceptional service that positively impacts society. Qualifications
• Demonstrate proficiency in MS Office to manage policy documentation and communication.
• Possess strong domain knowledge in Life and Annuities Insurance to effectively handle policy servicing tasks.
• Exhibit excellent English language skills for clear and professional communication.
• Showcase analytical skills to identify and resolve policy discrepancies.
• Display a proactive approach to process improvement and efficiency enhancement.
• Maintain a customer-centric mindset to deliver high-quality service.
• Collaborate effectively with team members to achieve common goals.