Customer Service Representative

1. Job Title : SPE-Policy Servicing 2. Job Summary : Serve as a specialist in policy servicing for life and annuities insurance focusing on accurate documentation policy maintenance and customer centric support using MS Office in a hybrid day shift environment. Contribute to efficient operations and quality service delivery while ensuring clear communication in English for internal and external stakeholders. 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 : -Manage end to end policy servicing activities for life and annuities contracts by updating records processing policy changes and maintaining accurate documentation to support reliable customer outcomes and operational integrity. -Handle policy requests such as endorsements reinstatements cancellations and beneficiary updates through structured workflows while ensuring that all actions are compliant with organizational standards and industry practices. -Prepare review and store policy related documents using MS Office tools to maintain clear and organized records that can be easily referenced by operations teams and management stakeholders. -Monitor daily queues and work lists for policy servicing tasks by prioritizing items based on urgency and complexity to ensure that service level expectations and turnaround times are consistently met. -Collaborate with cross functional teams including underwriting claims and customer service through written and verbal communication in English to resolve policy issues and clarify servicing requirements. -Analyze policy data and transaction histories within spreadsheets and reports to identify discrepancies perform reconciliations and escalate exceptions to ensure data accuracy and operational risk mitigation. -Document each servicing action and decision in internal systems with precise and concise narratives so that audit trails are transparent and future reviews can be performed efficiently. -Respond to internal inquiries related to policy status and servicing progress by providing clear explanations and timely updates that improve stakeholder confidence and decision making. -Support continuous improvement initiatives by providing feedback on servicing processes identifying recurring issues and suggesting ways to optimize workflows using MS Office based templates and reports. -Maintain confidentiality of sensitive customer and policy information by following organizational guidelines and regulatory expectations throughout all servicing and documentation activities. -Participate in hybrid work arrangements by coordinating tasks effectively both from office and remote settings while maintaining consistent productivity and adherence to day shift requirements. -Adapt to evolving product features and policy servicing rules within life and annuities by reviewing reference materials and applying updated instructions to everyday work activities. -Provide clear and respectful communication in English during calls emails and written notes so that information regarding policy servicing actions is easily understood by colleagues and stakeholders. -Qualifications -Demonstrate solid proficiency in MS Office applications with the ability to create structured documents maintain detailed spreadsheets and prepare basic reports that support accurate policy servicing. -Apply foundational knowledge of life and annuities insurance concepts when interpreting policy terms and servicing rules to ensure consistent and context aware handling of customer policies. -Use strong written and verbal English communication skills to document servicing actions coordinate with teams and clarify requirements in a professional and understandable manner. -Exhibit attention to detail and analytical thinking by reviewing policy information carefully validating data entries and identifying potential errors before they impact operations. -Show capability to manage workload within defined timelines by organizing tasks following prioritization guidance and meeting agreed service levels in a structured hybrid work environment. -Display readiness to learn new tools processes and product features related to policy servicing to continuously improve effectiveness and adapt to organizational changes. 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 Excel specialization and any recognized training in life and annuities insurance operations.