
Policy Coordinator
1 week ago
Job Overview
We are seeking a highly organized and detail-focused Policy Coordinator to join our team.
The successful candidate will be responsible for managing client-level servicing, processing policy-level transactions, and facilitating beneficiary services.
- Manage client updates, returned mail, and premium mode/method changes.
- Process coverage updates, cancellations, nominations, trust arrangements, and policy pay-outs.
- Oversee statements management, including fund, anniversary, and bonus statements.
Requirements
- Minimum Diploma in a related field.
- Minimum 1 year of administrative experience.
- Able to start immediately or within short notice.
Key Responsibilities:
- Client Servicing: Manage client-level servicing, including updates to personal particulars and handling returned mails.
- Premium Management: Process policy-level transactions, such as coverage updates, premium mode/method changes, and cancellations.
- Beneficiary Services: Facilitate beneficiary services, including nominations and trust arrangements.
- Policy Pay-outs: Handle policy pay-outs, including annuity, maturity, surrender, withdrawal, cashback, and survivorship checks.
- Statements Management: Oversee statements management, including fund, anniversary, and bonus statements.
About Us: We offer a dynamic work environment with opportunities for growth and development. If you are a motivated and organized individual looking for a new challenge, we encourage you to apply.
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