Life Insurance Policy Servicing Associate

WHAT YOU'LL DO :

• Process post-issue service requests including address changes, beneficiary updates, ownership and payor changes, and banking information updates.
• Handle routine maintenance tasks such as corrections to policy data, transaction reversals, and reinstatements.
• Maintain and update policy records in the administration systems according to standard operating procedures.
• Collaborate with TPAs, internal teams, and custodians to resolve discrepancies and ensure service quality.
• Research and resolve escalated issues or incomplete transactions related to policy servicing.
• Ensure service levels and turnaround times are met according to SLA requirements.
• Support audits and regulatory compliance activities by providing accurate documentation
• and timely responses.
• Maintain a strong understanding of policy administration systems, transaction codes, and process workflows.
• Participate in process improvement initiatives and provide feedback for automation opportunities

WHAT YOU'LL NEED :

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Skills Required

transaction codes, process workflows, policy administration systems, Windows PC applications