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.
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. 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 Description:
Policy Services consists of:-
- Minor alteration changes - Premium payment mode and method, plan type, fund switch, premium redirection, HPS exemption and payout options.
- 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 relating to payment frequency, minor alteration changes and statements in accordance to guidelines, service standards and quality.
- · Provide timely support and services to Financial Consultants and customers.
- · Other ad-hoc tasks assigned by team leader.
Who we are looking for:
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.
Experience:
- Knowledge on Life, ILP and term insurance plans will be added advantage
Education:
- Diploma or Degree holder
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.
