Customer Service Representative – Policy Servicing

About the role

We are looking for a Customer Service Representative to join our Policy Servicing team. The role focuses on handling life and annuities insurance policies, ensuring accurate processing and high‑quality service for our clients.

Key responsibilities

• Process policy servicing requests, including amendments, endorsements, and cancellations, with accuracy and timeliness.
• Maintain and update policyholder records in line with company standards and regulatory requirements.
• Collaborate with internal departments to resolve policy‑related queries and discrepancies.
• Prepare, analyse, and present policy data and reports using MS Office tools.
• Conduct regular audits of policy data to identify errors and drive process improvements.
• Stay informed on industry trends and regulatory changes affecting life and annuities insurance.

Required profile

• 1‑3 years of experience in insurance policy servicing or a related customer‑service role.
• Strong understanding of life and annuities insurance products and regulations.
• Excellent communication and interpersonal skills.
• Detail‑oriented with strong organisational abilities.
• Proactive attitude toward learning new processes and technologies.

Required skills

• Proficiency with MS Office, especially Word, Excel, and PowerPoint.