Policy Services Officer - Minor Alteration

Prudential Assurance UK

Process customer change requests accurately
Manage policy alterations and cancellations
Develop standard operating procedures
The role involves processing daily policy service requests from customers while ensuring a timely and seamless experience for financial consultants

Job Summary

  • The role involves processing daily policy service 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.
  • Prudential fosters a culture where diversity is celebrated and inclusion assured, supporting people's career ambitions to connect, grow, and succeed.

Matching Summary

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

Skills & Requirements

Must-have

  • Process customer change requests accurately
  • Manage policy alterations and cancellations
  • Develop standard operating procedures
  • Assess escalations for resolution
  • 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 of Life insurance plans
  • Experience with ILP and term insurance

Work Rights

Not specified

Tailored Resume

Cover Letter