Policy Owner Servicing Executive

About the role

The Policy Owner Servicing Executive ensures efficient and accurate administration of corporate and group insurance policies. This role handles policy servicing requests, renewals, premium collections, and membership changes while maintaining high service standards and operational quality.

Key responsibilities

• Manage daily servicing operations for corporate and group insurance clients, ensuring accuracy and compliance.
• Process Policy Owner Servicing (POS) requests, renewals, and Group Medical Rider transactions within defined turnaround times.
• Monitor premium collections and follow up to secure timely payments.
• Administer customer membership updates, including additions and terminations.
• Handle policy amendments and other servicing requests.
• Prepare and issue invoices, credit notes, premium adjustment reports, and related correspondence.
• Support User Acceptance Testing (UAT) for system, process, and product enhancements.
• Prepare assigned reports within agreed timelines.
• Contribute to onboarding journey improvements and process enhancements.

Required profile

• Bachelor’s degree in business administration or a related field.
• Minimum 2 years of experience in customer service, corporate sales support, or insurance operations.
• Strong understanding of servicing processes, insurance products, and related systems.
• Ability to manage internal and external stakeholder requests while ensuring service excellence.