Customer Service Representative

1. Job Title : SPE-Policy Servicing 2. Job Summary : Serve as a policy servicing specialist for life and annuities insurance products with a focus on precise documentation data maintenance and stakeholder communication using MS Office. Contribute to smooth policy lifecycle administration in a hybrid work model with rotational shifts while ensuring high quality service delivery that supports organizational efficiency and customer satisfaction. 3. Experience : 3 - 5 years 4. Required Skills : Technical Skills: MS Office Domain Skills: 5. Nice to have skills : Domain Skills:Life and Annuities Insurance 6. Technology : Custom Service 7. Shift : Rotational 8. Responsibilities : -Handle end to end policy servicing activities including policy setup maintenance renewals and amendments ensuring accurate records and timely completion of tasks in line with defined service standards -Prepare update and maintain structured documentation of policy details endorsements and customer communications using MS Office to support transparent audit trails and efficient retrieval -Review policy servicing requests for completeness and compliance with internal guidelines and industry norms to minimize errors and rework while maintaining operational integrity -Coordinate with internal teams such as underwriting claims and finance to clarify policy data issues and resolve servicing queries in a timely and professional manner -Analyze servicing data and recurring issues using MS Office tools to identify trends and propose improvements that enhance processing efficiency and customer satisfaction -Respond to internal stakeholder inquiries in English through written and verbal communication providing clear explanations of policy servicing status and next steps -Perform regular quality checks on policy records and servicing outputs validating data consistency and initiating corrections to uphold accuracy standards -Document and track all servicing activities in prescribed systems and MS Office trackers ensuring that work logs are up to date and ready for reporting or review -Follow rotational shift schedules with consistent adherence to timelines and turnaround expectations supporting continuous coverage and smooth operations -Apply knowledge of operational procedures and risk controls during policy servicing activities to reduce processing risk and safeguard customer and company interests -Support process improvement initiatives by sharing insights from daily servicing work and participating in testing or validation of updated procedures -Adhere to hybrid work practices while maintaining productivity collaboration and responsiveness across remote and onsite settings using digital collaboration tools -Comply with all regulatory requirements and company policies relevant to policy servicing to help sustain organizational reputation and societal trust in insurance services -Qualifications -Possess three to five years of experience in policy servicing or insurance operations with proven proficiency in MS Office applications used for documentation analysis and reporting -Demonstrate strong skills in Excel Word and PowerPoint for creating data templates performing validations generating reports and preparing clear communication materials -Communicate fluently in English with the ability to read write and speak effectively in order to interpret policy information and convey servicing outcomes to stakeholders -Bring understanding of life and annuities insurance concepts including policy features premium handling and benefit structures to support accurate and contextual servicing where applicable -Show capability to manage tasks in rotational shifts within a hybrid work environment maintaining reliability time management and consistent service levels across varying schedules -Exhibit attention to detail and problem solving skills that enable thorough review of policy data identification of discrepancies and execution of corrective actions -Maintain openness to learning updated tools processes and regulatory changes in insurance operations to continuously improve servicing quality and organizational impact 9. Job Location : Primary Location :CRHESANA02(BPCRI Heredia HE-AFZ Edificio-COG) Alternate Location :NA NA Alternate Location 1 :NA NA 10. Job Type : SPE-Policy Servicing [75IO57] 11. Demand Requires Travel? : No 12. Certifications Required : Preferred certifications include MS Office Specialist or equivalent and any insurance operations or life insurance foundation certification.