Policy Servicing Specialist (Hybrid, Rotational Shifts)

About the role

This hybrid role as Policy Servicing Specialist focuses on accurately and timely administering life and annuity policy records using MS Office tools, working in rotational shifts. It handles policy update service requests and documentation with strong attention to detail and clear English communication, supporting customer satisfaction and regulatory compliance for a global insurance client.

Key responsibilities

• Process policy servicing requests for life and annuity products using MS Office to keep customer records and contract details accurate within turnaround times.
• Maintain digital and physical documentation of servicing actions using structured MS Office templates for audits and compliance reviews.
• Review incoming requests such as beneficiary changes, address updates and payment queries, validating information before processing.
• Coordinate with internal operations and underwriting teams in English to resolve complex servicing issues.
• Track servicing activities in standardized logs and dashboards, analyze recurring issues and prepare summaries to improve processes.
• Answer internal queries about servicing procedures in English and contribute to continuous improvement by documenting process gaps.
• Ensure compliance with company standards, regulatory expectations and privacy requirements, and prepare clear reports for supervisors.

Required profile

• 3 to 5 years of experience in policy servicing or similar back-office processing functions.
• Familiarity with life and annuity insurance products is desirable.
• Ability to work in rotational shifts and a hybrid setting with dependable attendance.

Required skills

• Strong MS Office proficiency (Word, spreadsheets, presentations).
• Solid English reading, writing and speaking skills.
• Preferred: MS Office Specialist certification or equivalent.