Policy Servicing Technician
Friends Provident Intl
Total des années d'expérience :7 years, 3 Mois
• Recognized as ‘#1 Customer Service Representative’ in 2018. The ranking was based on feedback from the different departments
• Assisted Compliance team in implementing the new Anti-Money Laundering Guidelines in the existing process
• Responsible for the completion of technical work within the Servicing Team and complex queries received from brokers or banks
• Participated and assisted in Blue Prism Project and Mortgage proposition project
• Process all post policy functions, handle enquiries and servicing issues in relation to policy servicing matters and met the agreed service level, accuracy and company requirements
• Handled policy servicing transactions - screening of policy servicing requests, follow up on outstanding requirements, prepare endorsement and notice to policyholders, perform quality checks and maintain a record of policy servicing transactions
• Fully Skilled in all New Business and Post Policy functions, supported the team in processing work & authorizing when required
• The Key point of contact for colleagues when dealing with complex enquires or work, including problem investigation & resolution
• Provided technical training for colleagues and developed departmental procedure notes, ensuring these remain up to date
• Monitored team service levels and quality
• Service Standard Commitment - assisted to achieve the required service standard for policy servicing
• Ensured key controls are operating effectively and regulatory requirements are adhered to
• Assisted in producing necessary operations reports and analysis for management information
• Accountable for premium administration, Records Management, Query Management and coordinate with issues between business partners, consultants & the clients
• Coordinate & administer the company’s requirements as defined by management and review existing systems & procedures for various operational areas for achieving higher operational efficiency
• Constantly monitoring day-to-day operations at a micro level, maintaining daily checklists
• Meticulously prepare, offer back-up support and coordination for Sales Team and front-end teams
• Handled policy servicing in the absence of policy servicing executives