Onsite Customer service representative - Heredia.

Description - External

Job Summary

We are seeking a dedicated professional for the role of PE-Policy Servicing with 1 to 3 years of experience. The ideal candidate will have expertise in MS Office and a strong understanding of Life and Annuities Insurance. This is a work-from-office role with day shifts offering an opportunity to contribute to critical policy servicing operations. This job requires schedule flexibility 10 AM - 7:00 PM CR time for training.

Responsibilities

• Process and manage policy servicing requests with accuracy and efficiency to ensure customer satisfaction.
• Maintain and update policyholder records in compliance with company standards and regulatory requirements.
• Collaborate with internal teams to resolve policy-related queries and discrepancies in a timely manner.
• Utilize MS Office tools to prepare analyze and present policy data and reports for internal and external stakeholders.
• Ensure adherence to established workflows and procedures to maintain operational excellence.
• Provide support in policy amendments endorsements and cancellations while ensuring compliance with Life and Annuities Insurance guidelines.
• Communicate effectively with clients and stakeholders to address policy-related concerns and provide clear resolutions.
• Conduct regular audits of policy data to ensure accuracy and identify areas for process improvement.
• Assist in the development and implementation of best practices for policy servicing operations.
• Stay updated on industry trends and regulatory changes in Life and Annuities Insurance to ensure compliance and relevance.
• Participate in training sessions and workshops to enhance domain knowledge and technical skills.
• Contribute to team meetings and discussions to share insights and improve overall service quality.
• Support the companys mission to deliver exceptional service positively impacting customers and society.

Qualifications

• Demonstrate proficiency in MS Office tools including Word Excel and PowerPoint to manage and present data effectively.
• Possess a strong understanding of Life and Annuities Insurance including policy structures terms and regulatory requirements.
• Exhibit excellent communication and interpersonal skills to interact with clients and team members professionally.
• Showcase attention to detail and organizational skills to manage multiple tasks and meet deadlines.
• Display problem-solving abilities to address policy-related issues and provide effective solutions.
• Have a proactive approach to learning and adapting to new processes and technologies.
• Bring a customer-focused mindset to ensure high levels of satisfaction and trust in service delivery.