Job Summary
The SME-Policy Servicing role is pivotal in ensuring efficient policy management within the Life and Annuities Insurance domain. With a hybrid work model and day shifts the candidate will leverage their expertise in MS Office to streamline processes and enhance customer satisfaction. This position requires 3 to 5 years of experience in the insurance sector focusing on policy servicing.
Responsibilities
- Manage and oversee policy servicing operations to ensure smooth and efficient processing of life and annuities insurance policies.
- Collaborate with cross-functional teams to optimize policy management workflows and enhance operational efficiency.
- Utilize MS Office tools to analyze data generate reports and support decision-making processes.
- Provide expert guidance on policy servicing matters ensuring compliance with industry standards and regulations.
- Develop and implement strategies to improve customer satisfaction and retention in the insurance domain.
- Monitor and evaluate policy servicing metrics to identify areas for improvement and drive process enhancements.
- Coordinate with stakeholders to resolve complex policy servicing issues and ensure timely resolution.
- Facilitate training sessions for team members to enhance their understanding of policy servicing procedures and best practices.
- Conduct regular audits of policy servicing activities to ensure accuracy and compliance with company policies.
- Support the development of new policy servicing initiatives that align with the companys strategic goals.
- Engage in continuous learning to stay updated with industry trends and advancements in policy servicing.
- Contribute to the creation of a collaborative and innovative work environment that fosters growth and development.
- Ensure all policy servicing activities are conducted in a manner that upholds the companys values and commitment to excellence. Qualifications
- Possess strong analytical skills and proficiency in MS Office to effectively manage policy servicing tasks.
- Demonstrate in-depth knowledge of life and annuities insurance with a focus on policy management and servicing.
- Exhibit excellent communication and interpersonal skills to collaborate effectively with team members and stakeholders.
- Show a proactive approach to problem-solving and the ability to adapt to changing industry dynamics.
- Have a keen eye for detail and a commitment to maintaining high standards of accuracy and compliance.
- Display a customer-centric mindset prioritizing customer satisfaction and service excellence.
- Bring a minimum of 3 years of experience in the insurance sector specializing in policy servicing.
Certifications Required
Certified Insurance Service Representative (CISR) or equivalent certification in insurance policy servicing.
