This hybrid role as SPE Policy Servicing focuses on accurate and timely administration of policy changes and servicing requests for insurance customers while working rotational shifts. The specialist uses strong MS Office skills to handle documentation reporting and policy records to maintain data integrity. Contributions help improve customer satisfaction regulatory compliance and operational efficiency across the servicing lifecycle.
Responsibilities
Manage end to end processing of policy servicing requests to ensure accurate updates and timely resolution in line with internal servicing standards and regulatory expectations.
Handle daily queues of service requests such as policy information updates cancellations reinstatements and premium corrections while maintaining high levels of quality and productivity.
Review policy documentation and customer instructions to validate completeness consistency and eligibility before performing any servicing action in the core administration systems.
Use MS Office tools to prepare maintain and reconcile servicing logs trackers and exception reports to enable transparent monitoring of work volumes and turnaround times.
Create and update structured documentation in spreadsheets and text files that captures key servicing details helping improve traceability and audit readiness for all processed cases.
Collaborate with operations colleagues and support teams in the hybrid work environment to clarify servicing queries resolve discrepancies and improve end to end processing flows.
Respond to internal stakeholder requests by providing clear policy servicing information status updates and data extracts using standardized templates and reports built in MS Office.
Contribute to process improvement discussions by sharing recurring servicing issues data quality observations and change impact insights that help refine procedures and controls.
Support rotational shift operations by planning work allocation managing handovers and ensuring continuity of servicing activities across different working hours without service disruption.
Monitor error trends and rework items related to policy servicing and use MS Office based analysis to identify root causes recommend corrective actions and track improvement outcomes.
Adhere to compliance requirements company policies and documented standard operating procedures to reduce operational risk and maintain high levels of customer trust in servicing quality.
Maintain clear and accurate digital records of all servicing actions performed so that audit reviews investigations and management reporting are supported by reliable information.
Participate in training and knowledge sharing sessions to stay updated on servicing guidelines product changes and documentation standards required for effective daily operations.
Qualifications
Demonstrate strong proficiency in MS Office applications including spreadsheets word processing and presentation tools to handle documentation reporting and data analysis for policy servicing.
Apply prior experience in policy servicing or similar back office operations for a minimum of two years to understand workflows service level expectations and typical escalation scenarios.
Utilize domain exposure to changes and endorsements when available to interpret complex servicing instructions and perform precise updates that reflect the intended policy modifications.
Exhibit strong attention to detail and numerical accuracy to minimize processing errors and support reliable premium calculations endorsements and policy record adjustments.
Communicate clearly with peers supervisors and internal stakeholders through email collaboration platforms and virtual meetings to ensure shared understanding of servicing requirements.
Adapt effectively to hybrid work arrangements and rotational shifts by managing personal productivity maintaining responsiveness and supporting consistent service coverage.
Show commitment to continuous learning by keeping current with product features operational procedures and regulatory guidelines that influence policy servicing activities.
Certifications Required
Preferred certification in MS Office or equivalent office productivity suite to validate proficiency for servicing and reporting activities.
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