Client Policy Servicing Representative
Core
Create and update client service requests, generate renewal reports, book documents, issue policies/endorsements, and process policy maintenance tasks for commercial and personal insurance customers.
Role type
Client Policy Servicing Representative
Builds
Insurance policies, endorsements, and transaction documentation for General Insurance business units
Domain
Insurance (Property Casualty)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Policy issuance and administration, system data entry, report generation, document filing, policy maintenance processing, MS Office (Word, Excel)
Preferred skills
Process improvement recommendations, analytical skills, prioritization
Technologies
MS Office suite (Word, Excel)
Responsibilities
Create and update client service requests in the system, Generate balance and experience reports for policy renewal, Book documents received from external and internal clients, Issue and deliver policies and endorsements, Process policy maintenance tasks including certificates and cancellations, Ensure proper filing and completeness of policy documentation
Seniority
Entry-level to early career