Customer Service Representative

Job Summary

The SPE-Policy Servicing role is crucial in managing and optimizing policy servicing processes within the Life and Annuities Insurance domain. With a focus on efficiency and accuracy the candidate will utilize their expertise in MS Office to enhance operational workflows. This role requires a proactive approach to problem-solving and a commitment to delivering high-quality service in a day shift work-from-office environment.

Responsibilities

• Manage and optimize policy servicing processes to ensure efficiency and accuracy in the Life and Annuities Insurance domain.
• Utilize MS Office tools to enhance operational workflows and improve data management.
• Collaborate with cross-functional teams to ensure seamless policy servicing and customer satisfaction.
• Analyze policy data to identify trends and areas for improvement providing actionable insights to stakeholders.
• Develop and implement process improvements to streamline policy servicing operations.
• Ensure compliance with industry regulations and company policies in all servicing activities.
• Provide exceptional customer service by addressing inquiries and resolving issues promptly.
• Maintain accurate records and documentation for all policy servicing activities.
• Conduct regular audits to ensure data integrity and process adherence.
• Train and mentor junior team members to enhance their skills and knowledge in policy servicing.
• Communicate effectively with clients and internal teams to facilitate smooth operations.
• Monitor and report on key performance indicators to drive continuous improvement.
• Stay updated on industry trends and best practices to maintain a competitive edge.

Qualifications

• Demonstrate proficiency in MS Office particularly Excel and Word to manage data and create reports.
• Possess strong knowledge and experience in the Life and Annuities Insurance domain.
• Exhibit excellent communication skills in English both written and spoken.
• Show a proactive approach to problem-solving and process improvement.
• Have a minimum of 3 years and a maximum of 7 years of relevant experience.
• Display strong analytical skills to interpret data and provide insights.