Policy Servicing Officer

4 days ago

Singapore Prudential 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 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 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

Drive feedback loop to identify process gaps/opportunities and implementing process improvements
- Understand and identify areas in which there are opportunities for better efficiency, effectiveness and customer centricity.
- Work with technology team in drafting the business requirements.
- Review and sign off UAT test plans and output.
- Monitor post implementation progress to ensure smooth transition.

Who we are looking for:
Experience
- Fresh graduate welcomed
- Knowledge on Life, ILP and term insurance plans will be added advantage

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
- Diploma or Degree holder

Language
- English

  • Policy Services Officer

    2 weeks ago

    Singapore Prudential 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...

  • Policy Services Officer

    3 days ago

    Singapore Prudential plc Full time

    Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support...

  • Policy Services Officer – Maturity

    2 days ago

    Singapore Prudential Plc Full time $40,000 - $60,000 per year

    Job Description:Policy Services consists of:-Client level changes - change in personal particulars and contact details, update FATCA/CRS, returned mailsPolicy 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...

  • Policy Officer/senior Policy Officer, Social Policy

    2 weeks ago

    Singapore NATIONAL TRADES UNION CONGRESS Full time

    The Social Policy Officer resides in the Policy Division in NTUC which is responsible to provide advice to the senior leadership on policies from the labour perspective and guide NTUC’s positions and policies on moving the 4Ps (Protection, Placement, Progression, and Privileges), and enhancing workers’ wages, welfare, and work prospects (3Ws). In this...

  • Policy Officer

    3 days ago

    Singapore ROYAL EMBASSY OF BELGIUM Full time

    The Embassy of the Kingdom of Belgium in Singapore is looking for an enthusiastic Policy Officer to join the Embassy on a full-time basis. The Policy Officer works in the political section of the Embassy and reports to the Ambassador/Deputy Head of mission. **Job description**: The Policy Officer has a full range of tasks, including but not limited to: -...

  • Policy/senior Policy Officer

    1 week ago

    Singapore Ministry Of Social And Family Development Full time

    **What the role is** - The Rehabilitation, Protection and Residential Care (RPR) Division is part of the Rehabilitation and Social Mobility Policy (RSM) Directorate of the Ministry of Social and Family Development (MSF). RPR aims to develop and review policies, strategies and programmes that address the unique needs and challenges faced by vulnerable...

  • Customer Service Officer

    6 days ago

    Singapore Customer Service Officer (Luxurious Beauty Spa) Full time

    **- Prestigious Beauty Company (Luxurious Skin & Body Spa)** ** Competitive BASIC & Attractive Company Benefits** ** Great working environment** ** Location: Town/Central** ** Full-time position; 5.5 days work week** **Responsibilities**: - Greet and receive walk-in customers, telephone inquiries - Schedule booking of appointment for beauty treatments,...

  • Policy Services Officer

    4 days ago

    Singapore Prudential 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...

  • Senior Policy Officer, Economic Policy

    1 week ago

    Singapore CADMUS RESOURCES Full time

    About the job Senior Policy Officer, Economic Policy Government Affiliate Economic Policy & Analysis Excellent Benefits and Competitive Package Responsibilities Work with other Business Units (BUs) within the organisation and play an important role to formulate, analyse, and influence policymaking. Required to monitor the economic outlook and developments in...

  • Policy Servicing Executive

    2 days ago

    Singapore INNOVATIVE CONSULTING PTE. LTD. Full time $60,000 - $120,000 per year

    Responsibilities:Collaborative Team Operations:Support in the day-to-day operation which includes supervising and monitoring the team's performance.Work with the team to ensure that the team's KPIs and individual productivity are met.Customer Satisfaction and Retention:Handle escalated customer inquiries and complaints, addressing their concerns promptly and...