Job Summary
The Policy Servicing Specialist will be responsible for managing and maintaining life and annuities insurance policies. This role requires a keen eye for detail and proficiency in MS Office to ensure accurate policy servicing. The candidate will work in a hybrid model primarily during day shifts with no travel required. The role is crucial in supporting the companys mission to provide exceptional insurance services.
Responsibilities
Manage and maintain life and annuities insurance policies to ensure accuracy and compliance with company standards.Utilize MS Office tools to efficiently process and update policy information.Collaborate with internal teams to resolve policy-related inquiries and issues promptly.Ensure all policy servicing activities adhere to regulatory requirements and company guidelines.Provide exceptional customer service by addressing policyholder queries and concerns effectively.Analyze policy data to identify trends and recommend improvements in servicing processes.Prepare detailed reports on policy servicing activities for management review.Coordinate with underwriters to facilitate policy amendments and endorsements.Conduct regular audits of policy records to maintain data integrity.Support the development and implementation of new policy servicing procedures.Participate in training sessions to stay updated on industry trends and best practices.Contribute to team meetings by sharing insights and suggestions for process enhancements.Assist in the onboarding of new team members by providing guidance and support.Qualifications
Demonstrate proficiency in MS Office particularly Excel and Word to manage policy data efficiently.Possess strong knowledge of life and annuities insurance to handle policy servicing tasks effectively.Exhibit excellent communication skills to interact with policyholders and internal teams.Show attention to detail to ensure accuracy in policy documentation and servicing.Have the ability to work independently in a hybrid work model managing time effectively.Display problem-solving skills to address policy-related issues promptly.Maintain a customer-centric approach to deliver high-quality service.Certifications Required
Certified Insurance Service Representative (CISR) or equivalent certification in life and annuities insurance.
