Join our dynamic team as a Policy Servicing Executive where you will play a crucial role in managing policy changes and endorsements. With a hybrid work model and rotational shifts this entry-level position offers a unique opportunity to develop your skills in a supportive environment. Utilize your expertise in MS Office to ensure efficient policy servicing and contribute to our companys mission of delivering exceptional service.
Responsibilities
Assist in processing policy changes and endorsements efficiently to ensure client satisfaction.
Utilize MS Office tools to maintain accurate records and documentation of policy changes.
Collaborate with team members to address client inquiries and provide timely resolutions.
Ensure compliance with company policies and industry regulations in all servicing activities.
Participate in training sessions to enhance knowledge of policy servicing processes and tools.
Contribute to process improvement initiatives to enhance service delivery and efficiency.
Support the team in achieving departmental goals and objectives through effective collaboration.
Communicate effectively with clients and stakeholders to provide updates on policy changes.
Analyze client requests to determine appropriate actions and ensure accurate processing.
Maintain confidentiality and security of client information in all interactions.
Adapt to rotational shifts to provide consistent support and service to clients.
Engage in continuous learning to stay updated with industry trends and best practices.
Provide feedback to management on potential improvements in policy servicing procedures.
Qualifications
Demonstrate proficiency in MS Office applications to manage policy documentation effectively.
Exhibit strong communication skills to interact with clients and team members.
Show attention to detail to ensure accuracy in processing policy changes.
Possess problem-solving abilities to address client inquiries and issues.
Display a willingness to learn and adapt to new processes and technologies.
Have a basic understanding of changes and endorsements in policy servicing.
Certifications Required
Microsoft Office Specialist Certification
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