Job Summary
The TL-Policy Servicing role requires an experienced professional with 8 to 10 years in the Life and Annuity domain. The candidate will work from the office during night shifts focusing on policy servicing tasks. This role demands a deep understanding of life and annuities insurance ensuring efficient and accurate policy management to enhance customer satisfaction and support the companys objectives.
Responsibilities
Oversee the policy servicing operations ensuring all tasks are completed accurately and efficiently to maintain high customer satisfaction.Coordinate with team members to streamline processes and improve service delivery in the Life and Annuity domain.Analyze policy data to identify trends and areas for improvement providing actionable insights to management.Implement best practices in policy servicing to enhance operational efficiency and reduce errors.Collaborate with cross-functional teams to resolve complex policy issues and ensure seamless service.Develop and maintain comprehensive documentation of policy servicing procedures and guidelines.Monitor team performance and provide feedback to ensure continuous improvement and adherence to company standards.Conduct regular training sessions to keep the team updated on industry trends and company policies.Ensure compliance with regulatory requirements and company policies in all policy servicing activities.Utilize domain expertise to provide exceptional service and support to clients addressing their needs promptly.Lead initiatives to enhance the policy servicing process leveraging technology and innovation.Support the development of new policy servicing strategies to align with the companys growth objectives.Foster a collaborative and inclusive team environment that encourages open communication and knowledge sharing.Qualifications
Possess in-depth knowledge of the Life and Annuity domain with a strong understanding of policy servicing processes.Demonstrate expertise in life and annuities insurance with a proven track record of success in similar roles.Exhibit excellent analytical skills to interpret policy data and provide valuable insights.Show proficiency in managing teams and coordinating cross-functional projects.Display strong communication skills to effectively interact with clients and team members.Have a keen eye for detail to ensure accuracy in all policy servicing tasks.Be adaptable to work night shifts and manage time effectively to meet deadlines.Certifications Required
Certified Life and Annuity Professional (CLAP)
FINRA Licensed
