Executive - Insurance

AI in this role

Work towards overall goals of the team in achieving excellent customer service in line with procedural and Service Level requirements, processing Change of Address, Name, Nomination, Overpayment letters, providing Valuation, Quotation and Projections, General Policy Details, General Policy Amendments / Corrections, Wakeup Packs / Ad-hoc Packs, Record Mismatch / Suspense corrections, Dealing with Multiple Exception reports, Retirements, Death Notifications etc.

Job title:

Job Description:

ddress member inquiries within the agreed SLA targets across various communication channels.

§ Process requests from Policyholders/members and Financial Advisors as outlined in the Business Process Manuals and within the agreed timelines.

§ Adhere to Quality Management Systems and comply with regulations and policies from Capita and relevant regulatory bodies.

§ The role requires the ability to understand and articulate customer queries or complaints and provide effective and accurate responses.

§ Take responsibility and ownership for personal and performance development, undertaking all relevant training courses, including mandatory e-learning, to improve and retain pensions and internal systems knowledge and capability.

§ Reflect on performance and learn from mistakes, viewing them as opportunities for future improvement.

§ Demonstrate excellent numeracy and data inputting skills, ensuring accuracy, attention to detail, and quality management with a 'get it right the first time' approach.

§ Highlight any instances where it appears that the customer may not be treated fairly.

Location:

Pune

India

Time Type:

Full time

Contract Type:

Contractor Agency

How we rate this

Executive - Insurance at Capita rates 36 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.