
Policy Administrator
2 weeks ago
This is a key position within our organization, responsible for reviewing and processing documentation related to new insurance policies.
The ideal candidate will have excellent customer service skills, be able to work independently and as part of a team, and possess strong communication and organizational skills.
Main Responsibilities:
- Reviewing and processing documents in relation to new insurance and renewal policies
- Handling inbound and outbound calls to customers who have yet to return documents
- Responding to customer emails regarding outstanding documents
- Following up on pending files on a daily basis
- Reviewing various cancellation reports and following up accordingly
- Processing Account Reconciliations as required
- Ensuring Compliance Standards are being achieved
- Adhering to all Company procedures
- Ensuring overall team targets are achieved, to include daily administration processing, monthly cancellations and phone service levels
- Liaising directly with customers and other internal departments to resolve any outstanding issues regarding queries and documentation and escalate as appropriate
- Assisting other areas of the business as required
- Meet and greet customers in reception with documents for new policies
- Working on a roster basis to include Saturdays
- Responsible for continuous improvement to existing processes and procedures: identify re-occurring issues/queries with the aim to resolve permanently through training, communication and problem-solving skills
- Document Scanning –required to organise files for onward delivery
Requirements:
- Leaving Certificate or Equivalent
- Competent in Microsoft Word, Excel, Email and general computer skills
- Ability to work on your own and as part of a team
- Ability to ensure that excellent Customer Service Standards are maintained at all times
- Excellent written and spoken English, Time Management and Attention to detail
- Ability to meet tight deadlines and react to situations quickly, efficiently and professionally
- Strong Communication and Interpersonal Skills
- Execution & 'Can do' attitude with an excellent organisational skills and ability to multi-task
- A willingness to undertake Insurance Exams
- Flexibility and willingness to work additional hours during busy periods
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