Policy Operation and Services (POS) Executive

Responsibility:

• Handle policy issuance and application processes.
• Ensure accurate and timely issuance of policies and related documents (e.g., policy schedules and supporting documentation) in accordance with agreed service level targets.
• Prepare and issue policy for customers, ensuring accuracy and completeness.
• Process policy changes, including member additions, upgrades, deletions, and endorsements during the policy period.
• Issue invoices and credit notes, ensuring timely delivery to customers in line with SLA and billing cycles.
• Maintain detailed and accurate policy records within the system.
• Coordinate with internal teams to ensure smooth and efficient policy issuance processes.
• Support the Manager in improving policy operations processes.
• Prepare reports and assist with ad hoc tasks as assigned.

Key Requirements:

• Bachelor’s degree in Business Administration, Insurance, or a related field.
• Minimum 1-2 years of experience in policy operations, preferably in the insurance industry.
• Basic understanding of policy issuance and related documentation is an advantage.
• Strong attention to detail and ability to ensure data accuracy.
• Good communication and coordination skills, with the ability to work across teams.
• Ability to manage tasks, prioritise work, and meet deadlines.
• Proficiency in Microsoft Office (Excel, Word) and related systems.