Executive, Policy Servicing

Prudential Group; Kuala Lumpur; On-site; MYR 33,000 - 60,000; Full time

Job summary

Prudential Malaysia is seeking a Policy Data Management Associate to handle policy service requests and update customer data in accordance with guidelines. You will report to a Team Lead in Policy Services and contribute to timely processing within service level agreements.

The role requires 1–2 years in life insurance policy servicing, strong data accuracy, and proficiency in MS Office. Strong communication and teamwork are essential for peak periods and collaboration with the team.

Qualifications

• Degree holder with 1–2 years life insurance policy servicing experience.
• Knowledge of Life, ILP and term insurance is advantageous.
• Experience in customer data management preferred.
• Proficient in MS Office (Word, Excel).

Responsibilities

• Process policy service requests daily per guidelines.
• Update customer data such as address and contacts.
• Coordinate with team lead to resolve escalations.
• Maintain accuracy to meet service standards.

Skills

Keen learner

Customer oriented

Meticulous

Problem solving

Team player

Integrity

Communication skills

Education

Degree holder

Tools

MS Office

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

2mo ago , from Prudential Assurance Company Singapore

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

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

Customer data management function comprises:

• Updating of customer address/undelivered mail for non HNW
• Updating of customer particulars/contact details for non HNW
• Nomination of Beneficiary
• Updating of customer consent
• Updating of correspondence delivery option

Day to day responsibilities:

1) Process customer requests under the customer data management 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.

Key Metrics

• Certification status of transactions trained
• Productivity
• Error rate
• Attendance
• Timely escalation on complaints received/error discovered
• Service Level Agreements of cases assigned

Who we are looking for:

Experience

• Degree holder with at least 1-2 years working experience in Life insurance policy servicing, working in the customer data management 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

Please note: The job description outlined above are not exhaustive and are accurate as of the date of posting. They are subject to change based on the evolving business needs and organizational priorities.

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.