Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
In this role, you will be working on the processing of Policy Service requests from customers on a day-to-day basis. You will report to a Team Lead within the Policy Services team and ensure requests received are processed accurately within the service level agreement.
Policy valuation function comprises:
- Policy (no cash value) termination
- Surrender of Traditional Life and ILP policies
- Policy loan
- Cash benefit/Cash back/Cash bonus withdrawal
- ILP Partial withdrawal
- Advance premium deposit withdrawal/refund
Day to day responsibilities:
1) Process customer requests under the policy valuation function for traditional life, ILP and Term policies in accordance to guidelines, service standards and quality:
2) Ensure that escalation cases are flagged out and work with the team leader towards resolution within the service level agreement.
Who we are looking for:
Experience
- Degree holder with at least 1-2 years working experience in Life insurance policy servicing, working in the policy valuation function.
- Knowledge on Life, ILP and term insurance plans will be added advantage.
Competencies & Personal Traits
- Keen learner and able to work independently
- Customer-oriented, with good interpersonal and communication skills
- Meticulous, able to process requests with accuracy and meet service standards
- Problem solving skills
- Hardworking, meticulous and dedicated team player.
- Willing to work long hours and weekends (if required) to support peak period.
- Good team player with keen eye to details and ability to work under pressure.
- High level of integrity, take accountability of work and good attitude.
- Proficient in MS Office.
Education
- Degree holder
Language
- English
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
Top Skills
What We Do
In Asia and Africa, Prudential has been providing familiar, trusted financial security to people for 100 years. Today, headquartered in Hong Kong and London, we are ranked top three in 12 Asian markets with 18 million customers, around 68,000 average monthly active agents and access to over 27,000 bank branches in the region.
Prudential is focused on opportunities in the most exciting growth markets in Asia and Africa. With access to over 4 billion people in both these regions, we are investing in broadening our presence and building our leadership in the life and asset management markets.
We are committed to making a positive impact on our customers, our employees and our communities by delivering the best savings, health and protection solutions to people so they can get the most out of life. Visit our websites for more information
Prudential plc: https://www.prudentialplc.com/
Prudence Foundation: https://www.prudentialplc.com/en/prudence-foundation
