Policy Services Officer – Minor Alteration (1 Year Contract) - #1129210

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