Policy Services Intern

2 weeks ago

Singapore Prudential plc Full time

Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Prudential a place where you can Connect, Grow and Succeed.

Job Summary

In this role, you will be working on processing Policy Services requests from customers on a day-to-day basis. You will also work on projects relating to the area of work as well as driving feedback loop to identify process gaps and implementing improvements. You will report to a Team Lead within Policy Services team and ensure a timely and seamless experience provided to our Financial Consultants and customers.

Job Summary

In this role, you will be working on processing Policy Services requests from customers on a day-to-day basis. You will also work on projects relating to the area of work. You will report to a Team Lead within Policy Services team and ensure a timely and seamless experience provided to our Financial Consultants and customers.

**Job Description**:
Policy Services consists of:

- Client level changes - change in personal particulars and contact details, update FATCA/CRS, returned mails
- Policy level changes - change in policy coverage, premium payment mode and method, plan type, free look cancellation, cancellation of policy, fund switch, premium redirection, top-up, reinstatement, add or delete rider, policy assignment, policy review, bankruptcy update, HPS exemption
- Beneficiary changes - Nomination of beneficiary and Trust
- Pay-out - Annuity/ Maturity/ Surrender/ Withdrawal/ Cashback pay-out, Survivorship check and CPFIS Profit & Loss
- Statements Management - Fund statements, Anniversary statements, bonus statements, Post Sales Quotations, Cashback and Loans

Manage day to day execution of customer’s change requests or escalations
- Administer customer requests in accordance to guidelines, service standards and quality.
- Assess escalations and make independent decision in complaints resolution.
- Provide timely support and services to Financial Consultants and customers.
- Develop and maintain process standard operating procedures (SOP) and user guides
- Approve payments within authority limit.

Who we are looking for:
Competencies & Personal Traits
- Keen learner and able to work independently
- Customer-oriented, with good interpersonal and communication skills
- Meticulous, able to process requests with accuracy and meet service standards
- Problem solving skills
- Proficient in MS Office

Education
- Currently studying for any Diploma or Degree

Language
- English

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