The Policy Admin Sr. Assistant provides administrative support to internal and external customers and ensures that customer transactions are done within turnaround time (TAT).
Position Responsibilities:
Handling of company initiated and client-initiated policy change requests such as preparation of documents and certifications, Review and preparation of reports, unit-linked related transactions, and others.Deals with policyholders and agents (client interface—oral and listening skills necessary, and through correspondence) in response to various policy inquiries and other related transactions.Able to give ready answers to inquiries on products, interest rates, policy values and other policy information.Knows the processes and systems to be able to handle verification of details, responding to questions and clarifications.Collaborates and liaises with other units to ensure the correct results of customer request within the agr...