Policy Services Officer – Minor Alteration (1 Year Contract)

Prudential

Process customer change requests accurately
Administer payment frequency and plan changes
Provide timely support to financial consultants
The role involves processing daily policy service requests from customers while ensuring a seamless experience for Financial Consultants

Job Summary

  • The role involves processing daily policy service requests from customers while ensuring a seamless experience for Financial Consultants.
  • Prudential fosters a culture where diversity is celebrated and employees are supported to connect, grow, and succeed.
  • Candidates will manage tasks ranging from minor alteration changes to fund statements and loan enquiries in accordance with strict service standards.

Matching Summary

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

Skills & Requirements

Must-have

  • Process customer change requests accurately
  • Administer payment frequency and plan changes
  • Provide timely support to financial consultants
  • Proficient in MS Office applications
  • Apply digital tools for process efficiency

Nice-to-have

  • Keen learner able to work independently
  • Good interpersonal and communication skills
  • Problem solving skills for escalations
  • Knowledge of Life and ILP insurance plans
  • Meticulous attention to detail

Key Requirements

  • Diploma or Degree holder
  • Experience with Life, ILP, and term insurance plans (advantage)

Work Rights

Not specified

Tailored Resume

Cover Letter