PE-Policy Servicing

Job Summary

Policy Servicing professional with one to three years of experience will manage end to end servicing activities for property and casualty insurance policies using MS Office tools to ensure accurate documentation timely updates and high quality customer support while working from office in night shift and aligning processes with organizational standards and regulatory expectations.

Responsibilities

• Manage policy servicing activities by reviewing policy documents endorsements and billing records while ensuring that all information is accurately captured and updated using MS Office applications in alignment with company procedures and regulatory requirements.
• Process policy changes such as additions removals and corrections by validating source data documenting decisions in structured templates and maintaining clear records that enable audit readiness and smooth coordination with internal stakeholders.
• Handle policy inquiries by analyzing request details researching relevant data from internal systems and providing clear and timely responses that improve customer satisfaction and reduce repeat issues for property and casualty insurance products.
• Collaborate with underwriting and operations teams by sharing well organized spreadsheets and reports that highlight discrepancies pending items and process bottlenecks thereby supporting efficient policy issuance and servicing workflows.
• Maintain accurate policy logs and servicing trackers by using MS Office formulas tables and formatting features to monitor workloads turnaround times and error trends which supports data driven decisions and continuous process improvement.
• Prepare periodic servicing reports that summarize policy changes cancellations reinstatements and outstanding tasks by consolidating data into structured documents and presentations that help management monitor performance and compliance.
• Execute quality checks on completed policy servicing transactions by cross verifying details against guidelines and checklists stored in MS Office documents thereby reducing rework claim disputes and operational risk for the organization.
• Follow standard operating procedures during night shift operations by adhering to documented workflows escalation matrices and communication protocols ensuring stable service delivery and consistent experience for global customers.
• Coordinate with customer service representatives and internal departments through well documented email communication and shared spreadsheets to resolve complex servicing cases ensuring that policyholders receive accurate information and timely resolutions.
• Support process improvement initiatives by identifying recurring servicing issues documenting root causes in structured analysis files and proposing actionable changes that enhance productivity and service quality within the policy servicing unit.
• Adhere to compliance and data privacy norms by carefully handling policyholder information updating records only through authorized systems and maintaining organized documentation that supports company ethics and societal trust in insurance services.
• Contribute to the company purpose by ensuring that policy details are reliable and up to date which enables fair claim handling protects customer assets and strengthens confidence in property and casualty insurance as a safety net for communities.
• Demonstrate flexibility in night shift operations by managing workload variations meeting service level targets and maintaining clear status updates in tracking files so that cross functional partners can rely on accurate information for decision making.
  
  

Qualifications

• Bring hands on experience with MS Office including spreadsheets word processing and presentations using advanced formatting data validation and basic formulas to manage policy records and produce clear servicing reports.
• Apply familiarity with property and casualty insurance concepts such as coverage types limits deductibles and endorsements to interpret policy requests accurately and support precise servicing actions that reduce errors and improve customer confidence.
• Utilize strong analytical and documentation skills to understand policy service requests validate input data and record outcomes in an organized manner enabling transparent audit trails and smoother collaboration with colleagues.
• Demonstrate effective communication skills through concise written updates and structured documentation that support teamwork across underwriting operations and customer service functions in a work from office environment.
  
  

Certifications Required

Preferred certifications include MS Office Specialist or equivalent productivity tools certification relevant to policy servicing operations.