Policy Service Processor

Pioneer Your Insurance; Taguig; On-site; PHP 391,000 - 580,000; Full time

Job summary

Pioneer Your Insurance in Taguig, Philippines seeks a Policy Service Processor to handle policy servicing transactions for traditional and variable life products, including disbursements, refunds, and amendments, while addressing policy inquiries.

You will maintain policy records, generate reports, and support system improvements, collaborating with internal teams to ensure accurate processing and timely service.

Qualifications

• Bachelor's degree required.
• Proficient in Microsoft Word and Excel.
• Strong analytical and data-handling skills.
• Ability to interpret reports and maintain accurate records.
• Team player with good communication and business writing skills.

Responsibilities

• Process policy disbursements, refunds, and amendments accurately and on time.
• Respond to policy-related inquiries and requests.
• Review and maintain policy records and documentation.
• Generate and interpret reports as needed.
• Assist in system projects, testing, and process enhancements.
• Coordinate with internal teams to ensure efficient policy servicing.

Skills

Microsoft Word

Microsoft Excel

Analytical skills

Data-handling

Communication skills

Education

Bachelor's degree

Job description

About the role

The Policy Service Processor is responsible for processing policy servicing transactions, including policy disbursements, refunds, and amendments for Traditional Life, Variable Life, and Retail Insurance products. The role also handles policy-related inquiries and supports system enhancements and process improvement initiatives.

Key responsibilities

• Process policy disbursements, refunds, and amendments accurately and on time
• Respond to policy-related inquiries and requests
• Review and maintain policy records and documentation
• Generate and interpret reports as needed
• Assist in system projects, testing, and process enhancements
• Coordinate with internal teams to ensure efficient policy servicing

About you

• Bachelor's degree holder
• Proficient in Microsoft Word and Excel
• Strong analytical and data-handling skills
• Ability to interpret reports and maintain accurate records
• Team player with good communication and business writing skills
• Adaptable and willing to learn new processes and systems