PE-Policy Servicing

Responsibilities

• Perform day-to-day policy servicing duties, including data entry, document preparation, and status updates, using MS Office tools to keep insurance records accurate and ensure reliable operational tracking.
• Manage policy endorsements and basic amendments, such as updates to contact information and coverage changes, by validating inputs carefully to minimize errors and safeguard customer interests.
• Handle internal stakeholder questions using clear English via email and phone calls, ensuring smooth coordination between operations teams and consistent service standards.
• Examine renewal policy information data and service requests to spot discrepancies or missing details, and escalate issues promptly to support correction and risk mitigation.
• Keep digital folder structures, trackers, and logs up to date in MS Office to support transparent audit trails and quick retrieval of policy servicing information.
• Create straightforward reports and service status summaries in spreadsheets and presentations to help supervisors monitor workload distribution and process performance.
• Follow established workflows, quality checklists, and compliance guidelines for policy servicing to ensure regulatory adherence and strengthen organizational risk control.
• Coordinate with cross-functional team members during the night shift to maintain uninterrupted service delivery for global clients and to complete daily targets on time.
• Attend training sessions on policy servicing procedures, MS Office proficiency, and communication effectiveness to continually strengthen operational capability.
• Support process improvement initiatives by sharing feedback on recurring issues and proposing practical enhancements that simplify tasks and improve turnaround time.
• Comply strictly with work-from-office requirements, including punctual attendance and shift discipline, to ensure dependable coverage for night operations.
• Maintain strong customer centricity in every servicing activity by prioritizing accuracy, clarity, and responsiveness to reinforce trust in insurance services.
• Help achieve team goals by working cooperatively on shared tasks, balancing workload, and maintaining a professional approach that supports sustainable organizational growth and societal protection through dependable insurance services.

Qualifications

• Demonstrate strong spoken and written English skills to communicate clearly and professionally during policy servicing with internal stakeholders.
• Use solid MS Office proficiency in word processing, spreadsheets, and presentations to manage data, produce reports, and meet operational documentation needs.
• Show basic analytical capability to interpret policy data, recognize inconsistencies, and support accurate servicing outcomes that reduce administrative risk.
• Demonstrate a willingness to learn property and casualty insurance concepts to better understand policy structures, coverage types, and customer impact where domain exposure is available.
• Adapt effectively to night shift work in a work-from-office environment by managing energy, focus, and time to sustain consistent performance during scheduled hours.
• Exhibit strong attention to detail and process discipline by following checklists, meeting guidelines, and delivering consistently high-quality servicing work.
• Display a collaborative work style and professional communication skills to work smoothly with team members and contribute to an efficient, supportive work culture.