Executive, Policy Servicing

In this role, you will be working on the processing of Policy Service requests from customers on a day-to-day basis. You will report to a Team Lead within the Policy Services team and ensure requests received are processed accurately within the service level agreement

Job Description:

Major Policy Alteration function comprises:

• Single Premium Top up
• Change/appointment of Life Assured
• Cancellation/deletion of riders
• Change of Occupation/smoking status/date of birth/gender
• Conversion to paid up
• Renewal of rider

Day to day responsibilities:

1) Process customer requests under the Major Policy Alteration function for traditional life, ILP and Term policies in accordance to guidelines, service standards and quality:

2) Ensure that escalation cases are flagged out and work with the team leader towards resolution within the service level agreement.

Key Metrics

• Certification status of transactions trained
• Productivity
• Error rate
• Attendance
• Timely escalation on complaints received/error discovered
• Service Level Agreements of cases assigned

Who we are looking for:

Experience

• Degree holder with at least 1 - 2 years working experience in Life insurance policy servicing, working in the Major Policy Alteration function.
• Knowledge on Life, ILP and term insurance plans will be added advantage.

Competencies & Personal Traits

• Keen learner and able to work independently
• Customer-oriented, with good interpersonal and communication skills
• Meticulous, able to process requests with accuracy and meet service standards
• Problem solving skills
• Hardworking, meticulous and dedicated team player.
• Willing to work long hours and weekends (if required) to support peak period.
• Good team player with keen eye to details and ability to work under pressure.
• High level of integrity, take accountability of work and good attitude.
• Proficient in MS Office.

Education

• Degree holder

Language

• English

Please note: The job description outlined above are not exhaustive and are accurate as of the date of posting. They are subject to change based on the evolving business needs and organizational priorities.