SME-Policy Servicing

Job Summary

Responsibilities

• Manage end to end policy servicing activities by accurately processing policy updates endorsements and maintenance requests using MS Office tools to ensure seamless service continuity and high data integrity across systems.
• Analyze policy servicing requests and related documentation with strong attention to detail to identify missing information discrepancies or potential risks and take appropriate resolution actions in alignment with company procedures and regulatory norms.
• Maintain organized digital records of policy data client communications and servicing actions in spreadsheets and documents built in MS Office to enable quick retrieval audit readiness and transparent reporting for internal stakeholders.
• Prepare clear and concise policy servicing reports summaries and trackers using spreadsheets and presentation tools to provide meaningful insights on volumes turnaround times and quality metrics for management review.
• Coordinate with internal teams such as underwriting claims and operations through structured email communication and shared trackers to ensure timely closure of servicing requests and removal of operational bottlenecks.
• Use word processing and spreadsheet templates to draft policy correspondence notifications and service letters that follow organizational guidelines and support a consistent customer experience.
• Monitor rotational shift activities by updating daily logs and handover notes with comprehensive details in MS Office so that hybrid team members can seamlessly continue servicing tasks across shifts and locations.
• Interpret life and annuities insurance policy provisions and servicing rules when applicable to assess the impact of requested changes and ensure that all actions align with product features contractual obligations and regulatory expectations.
• Support quality assurance efforts by reviewing processed policy servicing transactions for accuracy and completeness and documenting findings in structured checklists that help improve process compliance and team performance.
• Collaborate in continuous improvement initiatives by documenting recurring servicing issues proposing practical process enhancements and sharing best practices that make policy operations more efficient and customer centric.
• Communicate clearly in English in both written and spoken formats with internal stakeholders to clarify servicing requirements explain processing outcomes and handle escalations in a professional and solution oriented manner.
• Adhere to hybrid work guidelines and rotational shift schedules by planning and prioritizing daily servicing tasks effectively so that service level agreements are consistently met without impacting team collaboration and work life balance.
• Contribute to the broader organizational purpose by ensuring reliable policy servicing that supports financial security solutions for customers and strengthens trust in the company contribution to society.

Qualifications

• Demonstrate strong practical experience in using MS Office applications including spreadsheets word processing and presentation tools to manage policy data prepare reports and support daily servicing activities with high accuracy.
• Apply foundational understanding of life and annuities insurance concepts when available to interpret policy features benefits and servicing rules and to handle policy changes in a manner aligned with product design and customer needs.
• Use clear English communication skills in reading writing and speaking to understand policy documents create professional correspondence and participate effectively in discussions with peers and stakeholders in a hybrid environment.
• Show ability to work within structured processes and rotational shifts by following defined servicing procedures documenting actions diligently and adapting to changing work priorities while maintaining consistent performance over time.
• Exhibit strong analytical and problem solving capabilities by using data in spreadsheets and service logs to identify issues perform basic trend analysis and support decisions that improve servicing quality and operational efficiency.

Certifications Required