Policy Services Officer - Minor Alteration

Prudential

Process policy service requests accurately
Manage client and policy level changes
Assess escalations for independent resolution
The role involves processing daily policy services requests from customers while ensuring a timely and seamless experience for Financial Consultants

Job Summary

  • The role involves processing daily policy services requests from customers while ensuring a timely and seamless experience for Financial Consultants.
  • Employees will drive feedback loops to identify process gaps and implement improvements to enhance efficiency and customer centricity.
  • The position requires assessing escalations, making independent decisions on complaint resolutions, and developing standard operating procedures.

Matching Summary

The role involves processing daily policy services requests from customers while ensuring a timely and seamless experience for Financial Consultants.

Skills & Requirements

Must-have

  • Process policy service requests accurately
  • Manage client and policy level changes
  • Assess escalations for independent resolution
  • Develop standard operating procedures
  • Review UAT test plans with technology team

Nice-to-have

  • Keen learner able to work independently
  • Customer-oriented with good communication skills
  • Meticulous attention to detail
  • Digital mindset for efficiency
  • Problem-solving skills for complaints

Key Requirements

  • Diploma or Degree holder
  • Knowledge of Life, ILP, and term insurance plans
  • Proficient in MS Office

Work Rights

Not specified

Tailored Resume

Cover Letter