SPE-Policy Servicing

About the Role

This role focuses on accurate and efficient policy servicing operations for an insurance support function, ensuring high quality documentation, reporting, and data maintenance.

Key Responsibilities

• Manage end-to-end policy servicing activities by updating records, validating input data, and maintaining standardized documentation.
• Perform detailed review of policy information from multiple sources and reconcile discrepancies.
• Prepare structured reports and status trackers to summarize policy changes, requests, issues, and resolutions.
• Handle policy servicing requests by interpreting instructions, prioritizing tasks, and processing updates within defined turnaround times.
• Monitor policy servicing queues and organize workload based on urgency and complexity.
• Collaborate with cross-functional operations teams by sharing updated policy information, clarifying data requirements, and aligning on processing standards.
• Execute quality checks on completed policy servicing transactions by reviewing relevant fields, verifying adherence to guidelines, and documenting corrections.
• Maintain structured logs and trackers of policy servicing activities to support traceability, enable performance analysis, and provide a clear record for audits.
• Identify recurring issues in policy servicing and propose process refinements.
• Provide responsive support to internal customers by clarifying policy servicing status, explaining required information, and ensuring queries are addressed professionally and timely.
• Adhere to night shift schedules, attendance norms, and office-based work protocols.
• Align day-to-day policy servicing work with company goals of operational excellence and customer centricity.
• Contribute to team knowledge repositories by documenting standard procedures, tips for efficient MS Office usage, and common resolution approaches.

Requirements & Tech Stack

• MS Office (spreadsheets, text documents, presentations)
• Spreadsheets
• Text processing tools

Qualifications

• Demonstrate solid proficiency in MS Office including spreadsheets, text documents, and presentations with the ability to organize large data sets, apply formulas, and generate clear reports.
• Proven experience of two to four years in back office or operations roles where meticulous data handling, documentation, and adherence to process guidelines were central to daily responsibilities.
• Strong attention to detail and analytical thinking with the capability to spot anomalies and follow structured steps to investigate and resolve issues.
• Clear and concise communication skills in written and verbal form.
• Willingness and ability to work full-time from office in a night shift schedule.
• Basic understanding of insurance or financial services operations.
• Prior exposure to auto claims processing is an advantage.
• Certification in MS Office or equivalent office productivity tools is preferred.
• Insurance operations or claims processing certification is an added advantage.