Job Description

Job Summary

In this role, you will be working on processing Policy Services requests from customers on a day-to-day basis. You will also work on projects relating to the area of work as well as driving feedback loop to identify process gaps and implementing improvements. You will report to a Team Manager within Policy Services team and ensure a timely and seamless experience provided to our Financial Consultants and customers.

Job Description:

Policy Services consists of:-

  • Client level changes - change in personal particulars and contact details, update FATCA/CRS, returned mails
     
  • Policy level changes - change in policy coverage, premium payment mode and method, plan type, free look cancellation, cancellation of policy, fund switch, premium redirection, top-up, reinstatement, add or delete rider, policy assignment, policy review, bankruptcy update, HPS exemption
     
  • Beneficiary changes - Nomina...

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