PE-Policy Servicing

Job Summary

We are seeking a dedicated Policy Servicing professional with 3 to 4 years of experience in Life and Annuities Insurance. The ideal candidate will possess strong skills in MS Office and will work in a hybrid model during day shifts. This role does not require travel and focuses on enhancing policy servicing processes to benefit our clients and the organization.

Responsibilities

• Manage and process policy servicing requests efficiently to ensure client satisfaction and compliance with industry standards.
• Collaborate with cross-functional teams to streamline policy servicing operations and improve service delivery.
• Utilize MS Office tools to maintain accurate records and generate reports for policy servicing activities.
• Analyze policy data to identify trends and recommend improvements in servicing procedures.
• Communicate effectively with clients and stakeholders to address inquiries and resolve issues promptly.
• Ensure adherence to regulatory requirements and company policies in all policy servicing tasks.
• Provide training and support to junior team members to enhance their understanding of policy servicing processes.
• Develop and implement strategies to optimize policy servicing workflows and reduce processing times.
• Monitor and evaluate the effectiveness of policy servicing initiatives and suggest enhancements.
• Participate in regular team meetings to discuss progress challenges and opportunities for improvement.
• Maintain up-to-date knowledge of industry trends and best practices in Life and Annuities Insurance.
• Contribute to the development of policy servicing guidelines and documentation for internal use.
• Support the implementation of new technologies and tools to enhance policy servicing capabilities.

Qualifications

• Possess a strong understanding of Life and Annuities Insurance with proven experience in policy servicing.
• Demonstrate proficiency in MS Office applications including Excel Word and PowerPoint.
• Exhibit excellent communication and interpersonal skills for effective client interactions.
• Show ability to analyze data and provide actionable insights for process improvements.
• Display strong organizational skills and attention to detail in managing policy servicing tasks.
• Have experience working in a hybrid work model with flexibility and adaptability.
• Demonstrate commitment to continuous learning and professional development in the insurance domain.

Certifications Required

Certified Insurance Service Representative (CISR) or equivalent certification in Life and Annuities Insurance.