PE-Policy Servicing

3 - 4 years

1 - 3 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

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.

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Teaneck New Jersey

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