PE-Policy Servicing

About the Role

This hybrid role in policy servicing focuses on accurate handling of changes and endorsements across insurance policies using MS Office tools to ensure reliable customer and business outcomes. The professional will manage policy updates, validate documentation, maintain detailed records, and support operational teams through structured reporting while working in rotational shifts with no travel.

Key Responsibilities

• Process policy servicing requests by reviewing endorsement instructions and updating policy records accurately to ensure timely and error-free service delivery.
• Handle changes and endorsements in policy data by interpreting provided documentation and applying business rules.
• Update and maintain policy-related information in MS Office-based trackers and spreadsheets.
• Prepare structured documents and communication summaries in MS Word and MS Excel.
• Collaborate with operations and customer support teams to clarify endorsement requirements and resolve basic discrepancies.
• Perform quality checks on processed endorsements by verifying key data elements and rectifying identified issues.
• Use MS Office functions such as formulas, filters, and formatting to analyze policy data.
• Document repetitive issues, trends, and queries related to changes and endorsements.
• Manage work allocation efficiently in a rotational shift environment by prioritizing requests and coordinating handovers.
• Support hybrid working requirements by maintaining secure digital records and coordinating virtual interactions.
• Respond to internal queries regarding policy changes by providing clear explanations and sharing supporting documentation.
• Contribute to the company purpose by ensuring policy changes are processed reliably.
• Participate in basic training sessions and feedback discussions.

Requirements & Tech Stack

• MS Office (including Excel, Word, Outlook)
• MS Word
• MS Excel

Qualifications

• Demonstrate practical proficiency with MS Office applications including Excel, Word, and Outlook to manage data entry, documentation review, and structured communication activities.
• Apply foundational knowledge of changes and endorsements within insurance or financial products to interpret simple servicing requests and process them in line with defined procedures.
• Exhibit strong attention to detail and accuracy in handling policy data to minimize processing errors.
• Show willingness to work in a hybrid model and rotational shifts while maintaining consistent performance and adaptability.
• Communicate clearly in written and verbal form to document servicing actions, respond to basic queries, and coordinate with team members and supervisors.
• Display a learning mindset suited for early career professionals by seeking guidance, using process documentation effectively, and gradually expanding understanding of policy servicing concepts.

Certifications Required: Any industry-recognized certification in MS Office applications or equivalent productivity tools is preferred.