Policy Services Officer – Minor Alteration
7 days ago
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:-
- Minor alteration changes - Premium payment mode and method, plan type, fund switch, premium redirection, HPS exemption and payout options.
- Statements Management - Fund statements, Anniversary statements, bonus statements, Post Sales Quotations, Cashback and Loans
Enquiries & appeals – status of application, appeals relating to policy services applications
Manage day to day execution of customer's change requests or escalations:
- · Administer customer requests relating to payment frequency, minor alteration changes and statements in accordance to guidelines, service standards and quality.
- · Provide timely support and services to Financial Consultants and customers.
- · Other ad-hoc tasks assigned by team leader.
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
- Possesses a digital mindset. Able to appreciate and apply digital tools to processes for efficiency.
Experience:
- Knowledge on Life, ILP and term insurance plans will be added advantage
Education:
- Diploma or Degree holder
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