Customer Service Representative

1. Job Title : SPE-Policy Servicing 2. Job Summary : This hybrid role of SPE Policy Servicing focuses on accurate and timely servicing of life and annuities insurance policies using MS Office tools while working in rotational shifts. The position involves detailed data handling documentation and coordination with internal teams to ensure policyholder requests are processed efficiently and in full compliance with organizational standards supporting reliable insurance operations and customer trust. 3. Experience : 1 - 3 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 processing of policy servicing requests by accurately capturing customer details in MS Office based templates and systems to ensure timely and error free completion of service activities. -Process policy changes including updates to beneficiary information premium adjustments and contact details using spreadsheets and word processing tools to maintain precise and current policy records. -Monitor queues for incoming servicing tasks and prioritize work according to defined turnaround times and service levels to support smooth operations in a rotational shift environment. -Review source documents and internal communications to verify completeness consistency and compliance before updating policy administration systems thereby reducing rework and service delays. -Collaborate with operations quality and technology teams through emails and scheduled hybrid meetings to resolve data issues and clarify servicing instructions ensuring aligned and coordinated execution. -Prepare daily status trackers and summary reports in MS Office highlighting completed work pending items and risk indicators to enable clear visibility for supervisors and stakeholders. -Maintain up to date knowledge of policy servicing procedures and reference guidelines for life and annuities products so that each transaction follows internal standards and regulatory expectations. -Respond to internal queries related to policy servicing by analyzing case history and documented instructions then providing clear fact based resolutions that support accurate decision making. -Contribute to continuous improvement by identifying recurring processing challenges and proposing practical enhancements to templates workflows or documentation that streamline servicing activities. -Perform quality checks on own work and selected peer transactions using structured checklists to detect errors in data capture calculations or correspondence before final closure of servicing cases. -Utilize English language skills for reading underwriting notes writing clear servicing comments and speaking effectively in team discussions to minimize misinterpretation and improve collaboration. -Support audit and compliance reviews by retrieving requested records preparing summary notes and demonstrating adherence to documented procedures thereby reinforcing organizational control frameworks. -Adapt to rotational shifts and hybrid work requirements by effectively planning tasks communicating availability and maintaining productivity across both on site and remote environments. -Qualifications -Possess hands on experience using MS Office applications including spreadsheets presentations and text documents for data processing reporting and documentation in an operations setting. -Demonstrate practical knowledge of life and annuities insurance concepts such as policy lifecycle premium servicing and claims impact which helps in understanding the context of servicing tasks. -Show strong attention to detail and numerical accuracy when handling policy data calculations and reconciliations to minimize discrepancies in customer records and financial entries. -Exhibit clear written and verbal communication skills in English for documenting servicing actions preparing email updates and participating in discussions with cross functional teams. -Apply structured problem solving and analytical thinking to interpret servicing instructions investigate data mismatches and recommend straightforward corrective actions. -Display familiarity with hybrid work practices and rotational shift norms including time management self organization and adherence to security and confidentiality guidelines. 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 certification in MS Office or equivalent productivity tools and any foundational insurance operations credential relevant to life and annuities.