Policy Services Officer

Singapore, Singapore

Job Description

Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our peop Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Prudential a place where you can Connect, Grow and Succeed.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 Lead within Policy Services team and ensure a timely and seamless experience provided to our Financial Consultants and customers 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 Lead within Policy Services team and ensure a timely and seamless experience provided to our Financial Consultants and customers. : 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 - Nomination of beneficiary and Trust Pay-out - Annuity/ Maturity/ Surrender/ Withdrawal/ Cashback pay-out, Survivorship check and CPFIS Profit & Loss Statements Management - Fund statements, Anniversary statements, bonus statements, Post Sales Quotations, Cashback and Loans Enquiries & appeals - status of application, appeals relating to policy services applications Manage day to day execution of customer's change requests or escalations Administer customer requests in accordance to guidelines, service standards and quality. Assess escalations and make independent decision in complaints resolution. Provide timely support and services to Financial Consultants and customers. Develop and maintain process standard operating procedures (SOP) and user guides Approve payments within authority limit. Drive feedback loop to identify process gaps/opportunities and implementing process improvements Understand and identify areas in which there are opportunities for better efficiency, effectiveness and customer centricity. Identify process gaps and train touch point staff in fielding high volume queries from customer to ensure first time resolution to minimize escalations. Drive discussions with internal stakeholders in aligning and implementing improvement initiatives. Work with technology team in drafting the business requirements. Review and sign off UAT test plans and output. Monitor post implementation progress to ensure smooth transition. Who we are looking for: Experience Fresh graduate welcomed 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 Proficient in MS Office Possesses a digital mindset. Able to appreciate and apply digital tools to processes for efficiency. Education Diploma or 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 special requirements.

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Job Detail

  • Job Id
    JD1208295
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Contract
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned