PE-Policy Servicing

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.
  
  

• 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.