Policy Services Officer - Customer Data Management

Prudential Assurance UK

Process policy service requests accurately
Manage customer data and beneficiary changes
Develop standard operating procedures
The role involves processing daily policy service requests while ensuring a timely and seamless experience for customers and financial consultants

Job Summary

  • The role involves processing daily policy service requests while ensuring a timely and seamless experience for customers and financial consultants.
  • Employees will drive feedback loops to identify process gaps and implement improvements to enhance efficiency and customer centricity.
  • Prudential offers a culture that celebrates diversity and inclusion, supporting career ambitions through opportunities to connect, grow, and succeed.

Matching Summary

The role involves processing daily policy service requests while ensuring a timely and seamless experience for customers and financial consultants.

Skills & Requirements

Must-have

  • Process policy service requests accurately
  • Manage customer data and beneficiary changes
  • Develop standard operating procedures
  • Resolve escalations independently
  • Collaborate with technology teams

Nice-to-have

  • Keen learner able to work independently
  • Customer-oriented interpersonal skills
  • Digital mindset for efficiency
  • Problem-solving capabilities
  • Proficient in MS Office tools

Key Requirements

  • Diploma or Degree holder
  • Knowledge on Life, ILP and term insurance plans

Work Rights

Not specified

Tailored Resume

Cover Letter