Customer Service Representative

About the role

We are looking for a Customer Service Representative to join our policy servicing team. The role is based in our office and operates on day shifts, supporting life and annuities insurance customers with accurate and timely service.

Key responsibilities

• Process policy servicing requests, including amendments, endorsements, and cancellations, ensuring compliance with insurance guidelines.
• Maintain and update policyholder records in line with company standards and regulatory requirements.
• Collaborate with internal teams to resolve policy‑related queries and discrepancies.
• Prepare, analyze, 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 about industry trends and regulatory changes affecting life and annuities insurance.

Required profile

• 1‑3 years of experience in policy servicing or a related insurance function.
• Strong understanding of life and annuities insurance policies, terms, and regulations.
• Excellent communication and interpersonal skills for client and stakeholder interaction.
• Detail‑oriented with strong organizational abilities and the capacity to manage multiple tasks.
• Proactive attitude toward learning new processes and technologies.

Required skills

• Proficiency in MS Office, including Word, Excel, and PowerPoint.