PE-Policy Servicing

About the Role

This role supports policy servicing activities for an international insurance organization focusing on accurate documentation, data management, and administrative support using MS Office in a structured, office-based night shift environment. The position contributes to effective servicing of property and casualty insurance portfolios while maintaining high standards of quality, compliance, and customer-centric outcomes.

Key Responsibilities

• Perform policy servicing activities including data entry, verification, and updates in policy administration systems, using MS Office tools to maintain accurate records and reports.
• Manage policy documentation workflows by organizing, indexing, and maintaining digital and physical files to ensure easy retrieval and strong compliance with internal standards.
• Prepare and update policy schedules, endorsements, and related service documents using MS Office applications, ensuring clarity, completeness, and adherence to defined templates.
• Review incoming requests for policy changes, renewals, and cancellations, validating information, identifying discrepancies, and escalating complex items based on defined operating procedures.
• Support night shift operations by monitoring queues, prioritizing tasks, and meeting turnaround times, thereby helping the organization deliver continuous service to global markets.
• Collaborate with cross-functional teams such as underwriting, support, and customer service through clear written communication to clarify policy details and complete servicing requests.
• Maintain accurate data in spreadsheets and trackers using formulas and organized layouts to monitor volumes, productivity, error trends, and service level metrics for team reporting.
• Adhere to compliance guidelines and internal controls by following documented standard operating procedures and participating in periodic reviews to reduce operational risk.
• Contribute to process improvement by identifying recurring issues in policy servicing, suggesting practical changes in templates or workflows, and supporting implementation through testing and feedback.
• Provide clear and professional written responses in policy-related communications by summarizing changes, documenting rationales, and ensuring that all information is consistent with source records.
• Utilize MS Office based tools to generate routine reports on work status, policy updates, and outstanding items, helping supervisors make informed decisions on resource planning and workload distribution.
• Support knowledge management efforts by documenting key steps, reference notes, and frequently asked questions for policy servicing activities to help new team members become productive faster.
• Contribute to the organization's purpose by ensuring accurate and timely policy servicing that strengthens trust among customers and supports wider access to reliable insurance protection in society.

Requirements & Tech Stack

• MS Office (spreadsheets, word processing, presentation tools)
• MS Office based tools

Qualifications

• Demonstrate strong proficiency in MS Office applications, including spreadsheets, word processing, and presentation tools, with the ability to use formulas, formatting, and templates to manage complex policy data.
• Show practical understanding of property and casualty insurance concepts such as policy coverages, limits, endorsements, and renewal processes, applying this knowledge to interpret servicing requests when relevant.
• Exhibit solid analytical skills with the ability to review policy information, spot inconsistencies, and take corrective action while maintaining a high degree of attention to detail under night shift conditions.
• Communicate clearly in written form by drafting structured policy notes, status updates, and internal emails that help stakeholders understand changes without ambiguity.
• Demonstrate adaptability and resilience by working effectively in a dedicated, office-based night shift model, following schedules, and maintaining productivity and accuracy throughout the shift.
• Apply sound time management skills to organize tasks, manage multiple policy servicing requests, and meet defined turnaround times and service level objectives.
• Show commitment to quality and continuous improvement by being open to feedback, participating in training sessions, and adopting updated procedures and tools for policy servicing activities.

Certifications

• Preferred certifications include MS Office Specialist or equivalent and any recognized insurance foundation program in general insurance or property and casualty.