Job Summary
We are seeking a dedicated SPE-Policy Servicing professional with 2 to 6 years of experience to join our team. The ideal candidate will have strong technical skills in MS Office and a background in Life Policy owner service is a plus. This role requires excellent English language skills and is based in our office during day shifts. No travel is required.
Responsibilities
- Manage and process policy servicing requests efficiently to ensure customer satisfaction.
- Collaborate with team members to streamline policy servicing operations and improve workflow.
- Utilize MS Office tools to maintain accurate records and documentation of policy transactions.
- Communicate effectively with clients to address inquiries and resolve issues promptly.
- Analyze policy data to identify trends and provide insights for process improvements.
- Ensure compliance with company policies and industry regulations in all servicing activities.
- Support the development and implementation of new policy servicing procedures.
- Provide training and guidance to junior team members to enhance their skills and knowledge.
- Coordinate with other departments to ensure seamless policy servicing operations.
- Monitor and report on policy servicing metrics to track performance and identify areas for improvement.
- Participate in team meetings to discuss challenges and share best practices.
- Contribute to the companys mission by delivering exceptional service that enhances customer loyalty.
- Stay updated on industry trends and advancements to maintain a competitive edge.
Qualifications
- Demonstrate proficiency in MS Office applications to perform daily tasks efficiently.
- Exhibit strong communication skills in English both written and spoken to interact with clients and colleagues.
- Possess a background in Life Policy owner service which is advantageous for understanding client needs.
- Show attention to detail and accuracy in handling policy data and documentation.
- Display problem-solving skills to address and resolve policy servicing issues effectively.
Certifications Required
Microsoft Office Specialist Certification