PE-Policy Servicing

About the Role

This entry-level role in policy servicing supports core operations for property and casualty insurance clients by handling documentation, data updates, and service requests with strong English communication and MS Office skills. The role operates fully from the office in a night shift, focusing on accuracy, timely turnaround, and high-quality service delivery.

Key Responsibilities

• Handle daily policy servicing activities, including data entry, document preparation, and status updates using MS Office tools.
• Process policy endorsements and basic changes, such as contact details and coverage updates, with careful validation of inputs.
• Respond to internal stakeholder queries in clear English through email and calls.
• Review policy information, renewal data, and service requests to identify discrepancies or missing details and escalate issues promptly.
• Maintain organized digital folders, trackers, and logs in MS Office.
• Prepare simple reports and status summaries in spreadsheets and presentations.
• Follow defined workflows, quality checklists, and compliance guidelines in policy servicing.
• Coordinate with cross-functional colleagues during night shift to ensure uninterrupted service delivery for global clients.
• Participate in training sessions focused on policy servicing processes, MS Office proficiency, and communication effectiveness.
• Support process improvement initiatives by providing feedback and suggesting enhancements.
• Adhere strictly to work from office requirements, including punctual attendance and shift discipline.
• Maintain high standards of customer centricity in all servicing actions, focusing on accuracy, clarity, and responsiveness.
• Contribute to team goals by cooperating on shared tasks and maintaining a professional approach.

Requirements & Tech Stack

• MS Office (Word processing, spreadsheets, presentations)

Qualifications

• Demonstrate strong spoken and written English skills.
• Apply solid MS Office proficiency.
• Exhibit basic analytical ability to interpret policy data and identify inconsistencies.
• Show willingness to learn concepts of property and casualty insurance.
• Adapt effectively to night shift work from office environment.
• Demonstrate attention to detail and process discipline.
• Display collaborative working style and professional communication.

Certifications

Required/Preferred certifications include:

• MS Office Specialist
• Foundational insurance certification (e.g., INS or equivalent)