TL-Policy Servicing

About the Role

This role supports an international policy servicing team in a multinational environment, focusing on accurate and timely processing of Property and Casualty insurance policy transactions. The position requires strong MS Office proficiency, attention to detail, and comfort working in a structured night shift schedule from the office, ensuring high quality service for global stakeholders.

Key Responsibilities

• Manage end-to-end policy servicing activities to ensure timely issuance, endorsement, cancellation, and renewal of insurance policies with high accuracy and compliance with internal guidelines.
• Coordinate daily with cross-functional teams to clarify transaction inputs, resolve data issues, and maintain a smooth flow of work items across the policy servicing lifecycle.
• Review source documents meticulously to validate coverage details, limits, dates, and client information, so that every policy record remains accurate and audit-ready.
• Prepare and update structured policy logs and trackers using MS Office tools to provide transparent visibility into work status, volumes, and potential bottlenecks.
• Monitor quality metrics and processing turnaround times to identify process deviations, recommend corrective actions, and maintain service level commitments consistently.
• Create well-structured reports and performance summaries using spreadsheets and presentations to support management reviews and continuous improvement discussions.
• Respond promptly to internal stakeholder queries by analyzing policy data, clarifying requested changes, and documenting resolutions in a clear and traceable manner.
• Collaborate closely with quality and training teams to share recurring error patterns and support the design of job aids that help enhance overall team performance.
• Validate premium calculations and rating inputs using predefined templates to reduce financial discrepancies and safeguard organizational revenue recognition.
• Document standard procedures for frequently repeated transactions so that new team members can follow consistent steps and reduce onboarding time.
• Adapt proactively to changes in process instructions, systems, and compliance requirements by updating personal reference material and seeking clarifications when needed.
• Maintain disciplined adherence to night shift schedules and work-from-office requirements to align with global client timelines and ensure dependable service coverage.
• Contribute actively to team goals by sharing workload during peak periods, providing constructive feedback, and supporting a collaborative and respectful work environment.

Requirements & Tech Stack

• Utilize advanced spreadsheet functions, word processing, and presentation capabilities in MS Office to manage large datasets and prepare accurate policy servicing documentation.
• Apply knowledge of Property and Casualty insurance concepts such as coverage types, endorsements, and renewal rules to interpret requests and process policy changes effectively.
• Demonstrate strong analytical and numerical skills to validate transaction accuracy, identify data inconsistencies, and support error-free policy updates.
• Communicate clearly in spoken and written form with global stakeholders to ensure mutual understanding of requirements, timelines, and constraints.
• Maintain high levels of integrity, confidentiality, and compliance awareness when handling sensitive policy and customer data in line with organizational standards.
• Adapt comfortably to a dedicated night shift work pattern and office-based model while maintaining focus, reliability, and consistent productivity.
• Exhibit a continuous learning mindset by seeking feedback, participating in training sessions, and staying updated on process enhancements relevant to policy servicing.

Qualifications

• Preferred certifications include insurance foundation such as AINS or similar policy servicing training and advanced MS Office user level certification.