Job Description

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.