Customer Success Engineer
Core
Manage customer inquiries, process insurance transactions, and ensure branch compliance for Pru Life UK.
Role type
Customer Success Engineer (Insurance Operations)
Builds
Customer service operations, transaction processing, and branch compliance workflows
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
transaction processing, customer inquiry management, compliance reporting, financial reconciliation, document preparation, system user acceptance testing
Preferred skills
digital initiative promotion, process documentation, quality review support
Technologies
Jira, customer portal, NPS Survey tools
Responsibilities
Handle customer inquiries via phone, email, or in-person; process new and after-sales insurance transactions; perform end-of-day financial reconciliations; prepare compliance and fraud reports; approve non-financial and financial transactions within limits; support user acceptance testing for new systems.
Seniority
Individual Contributor