Onsite Customer Service Representative

Job Summary

We are seeking a dedicated Policy Servicing Specialist with 2 to 6 years of experience to join our team. The ideal candidate will have expertise in MS Office and a strong understanding of policy servicing processes. Experience in Life and Annuities Insurance is a plus. This role requires excellent communication skills in English and the ability to work from our office during day shifts.

Responsibilities

• Manage and process policy servicing requests efficiently to ensure timely and accurate service delivery.
• Collaborate with team members to resolve policy-related inquiries and issues enhancing customer satisfaction.
• Utilize MS Office tools to maintain and update policy records ensuring data accuracy and integrity.
• Analyze policy documents to identify discrepancies and implement corrective actions as needed.
• Communicate effectively with clients and stakeholders to provide updates and gather necessary information.
• Support the development and implementation of process improvements to optimize policy servicing operations.
• Coordinate with internal departments to facilitate seamless policy changes and updates.
• Monitor and report on policy servicing metrics to track performance and identify areas for improvement.
• Ensure compliance with company policies and industry regulations in all policy servicing activities.
• Provide training and guidance to junior team members to enhance their skills and knowledge.
• Participate in team meetings and contribute to strategic discussions on policy servicing enhancements.
• Maintain a high level of professionalism and confidentiality in handling sensitive policy information.
• Stay updated on industry trends and best practices to continuously improve service delivery.

Qualifications

• Demonstrate proficiency in MS Office applications to manage policy data effectively.
• Exhibit strong analytical skills to identify and resolve policy discrepancies.
• Possess excellent communication skills in English for effective client interactions.
• Have a background in Life and Annuities Insurance to enhance domain understanding.
• Show a commitment to continuous learning and professional development.
• Display strong organizational skills to manage multiple policy servicing tasks efficiently.