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Executive, Policy Services role at Prudential – process customer requests and manage policy data.
Key duties include SLA-compliant data updates, nomination handling, and beneficiary and consent management.
Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
Customer data management function comprises:
- Updating of customer address/undelivered mail for non HNW
- Updating of customer particulars/contact details for non HNW
- Nomination of Beneficiary
- Updating of customer consent
- Updating of correspondence delivery option
Day to day responsibilities:
- 1) Process customer requests under the customer data management function for traditional life, ILP and term policies in accordance to guidelines, service standards and quality:
- 2) Ensure that escalation cases are flagged out and work with the team leader towards resolution within the service level agreement.
Experience
Degree holder with at least 1-2 years working experience in Life insurance policy servicing, working in the customer data management function.
Knowledge on Life, ILP and term insurance plans will be added advantage.
Competencies & Personal Traits
- Keen learner and able to work independently
- Customer-oriented, with good interpersonal and communication skills
- Meticulous, able to process requests with accuracy and meet service standards
- Problem solving skills
- Hardworking, meticulous and dedicated team player.
- Willing to work long hours and weekends (if required) to support peak period.
- Good team player with keen eye to details and ability to work under pressure.
- High level of integrity, take accountability of work and good attitude.
- Proficient in MS Office.
Education
Degree holder
Language
English
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.