Policy Administration Specialist – Life & Annuity Insurance

Job Summary:

Key Responsibilities:

• Manage policy administration and related servicing activities for Life and Annuity Insurance policies
• Perform routine and recurring processing tasks accurately and efficiently, adhering to defined SLAs and quality standards
• Develop a sound understanding of assigned work processes and the clients business objectives
• Ensure compliance with organizational policies, quality standards, and applicable laws and regulations
• Handle confidential company and customer data securely and in accordance with data protection guidelines
• Identify and escalate critical or high-impact customer service issues promptly to the appropriate team members or management
• Maintain and update records, reports, and documentation as required for internal tracking and audits
• Collaborate with team members to meet process goals and continuously improve service efficiency and accuracy

Mandatory Skills and Qualifications:

• Excellent communication skills both verbal and written
• Strong analytical and problem-solving capabilities
• Ability to work effectively in a night or evening shift environment
• Basic understanding of policy administration processes and insurance operations preferred
• Attention to detail and commitment to maintaining high levels of accuracy and compliance
• Bachelors degree in Commerce, Business Administration, Finance, or a related discipline preferred
• 13 years of experience in policy administration, insurance operations, or back-office processing (Life/Annuity experience preferred)

Key Competencies:

• Process Accuracy and Compliance
• Data Confidentiality and Integrity
• Communication and Collaboration
• Problem Solving and Analytical Thinking
• Time Management and Accountability
• Adaptability and Continuous Learning