Drive high quality policy servicing operations as a specialist with strong expertise in MS Excel supporting accurate policy data management reporting and customer centric outcomes in a hybrid work environment. Contribute to efficient insurance policy administration that enhances operational integrity and supports sustainable business growth.
Responsibilities
- Manage end to end policy servicing activities to ensure accurate policy updates endorsements renewals and cancellations while consistently maintaining compliance with organizational standards and regulatory requirements
- Perform detailed data entry and validation of policy information in core systems using MS Excel for structured tracking reconciliation and error resolution to maintain high levels of data integrity
- Execute systematic policy audits and quality checks leveraging MS Excel functions such as filtering and pivot style analysis to identify discrepancies and implement corrective actions promptly
- Support policy issuance and servicing workflows by preparing and maintaining organized documentation trackers and status reports that enable effective coordination among operations and service teams
- Collaborate with customer support and underwriting teams to resolve policy servicing queries clarify coverage details and ensure timely communication of changes to internal stakeholders
- Prepare periodic policy servicing performance reports using MS Excel to summarize key metrics highlight operational trends and recommend process improvements that enhance service efficiency
- Assist in developing and maintaining standardized templates checklists and workbooks within MS Excel that streamline repetitive tasks and reduce manual effort across policy servicing operations
- Contribute to root cause analysis of servicing issues by compiling data reviewing patterns in policy adjustments and proposing targeted preventive measures that improve customer satisfaction
- Coordinate with technology and operations colleagues to support system updates and testing by validating policy data performing sample checks and documenting any functional gaps in servicing workflows
- Participate in risk and compliance reviews related to policy servicing by providing accurate operational data responding to information requests and implementing recommended control enhancements
- Support continuous improvement initiatives by sharing insights from daily servicing activities documenting best practices and adopting refined procedures that align with company purpose and societal impact through reliable insurance services
- Provide clear and qualified communication to internal stakeholders on policy servicing status expected timelines and any required actions to ensure transparency and smooth coordination
- Contribute to a culture of operational excellence by consistently meeting defined service level targets maintaining attention to detail and proactively addressing potential servicing issues before they impact customers
Qualifications
- Possess two to four years of experience in policy servicing or operations roles preferably within financial services or insurance environments with demonstrated exposure to structured process driven work
- Demonstrate strong proficiency in MS Excel including data organization formula based calculations and basic reporting capabilities as a mandatory technical skill supporting precise policy and operational data management
- Bring working knowledge of insurance concepts such as policy lifecycle coverage details endorsements renewals and cancellations as a good to have domain skill that enhances effectiveness in policy servicing activities
- Show familiarity with additional analytical or office productivity tools as good to have technical skills that complement MS Excel usage for reporting documentation and coordination across teams
- Offer domain understanding of customer service principles and operational risk awareness as required skills with insurance domain exposure considered an advantage for handling complex policy servicing scenarios
- Work in a hybrid model by effectively balancing onsite collaboration and remote productivity maintaining secure handling of policy data and consistent communication irrespective of work location
- Operate in day shift schedules by aligning availability with core business hours supporting timely responses to stakeholder requests and adherence to operational workflows without the need for travel
- Confirm that the role does not require business travel while still ensuring effective virtual collaboration and participation in remote meetings trainings and reviews as needed to support servicing outcomes
- Communicate clearly in English in both written and verbal forms to document policy servicing actions prepare Excel based reports and engage with cross functional teams in a concise and professional manner
- Adapt to structured performance metrics and service levels by applying analytical thinking attention to detail and ownership in daily tasks to support the company mission of delivering reliable insurance services to society
- Maintain a focus on ethical conduct confidentiality and compliance in handling policyholder information ensuring that operational contributions reinforce customer trust and broader societal confidence in insurance solutions
- Display willingness to learn
Certifications Required Preferred certification in MS Office or data analysis such as Microsoft Office Specialist Excel or equivalent.