Policy Services Officer – Minor Alteration

7 days ago


Pasir Panjang, Singapore Prudential Assurance Company Singapore Full time

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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