Servicing Officer - Life Business

Job Description

The Servicing Officer is responsible for supporting the administration and ongoing servicing of Group Life and Credit Life schemes. This includes managing policy data, handling member movements, processing endorsements, and ensuring timely documentation. The role ensures accuracy, compliance, and a seamless client experience through effective coordination with internal teams and external partners.

KEY TASKS AND RESPONSIBILITIES

Process policy servicing transactions including member additions, deletions, benefit amendments, and other scheme endorsements

Maintain accurate member and policy records within the administration system and ensure data integrity

Generate and issue policy documentation including certificates, schedules, debit notes, and related correspondence

Reconcile member and premium data to ensure accuracy and consistency across systems and records

Respond to servicing enquiries from clients, brokers, and intermediaries within agreed service levels

Support scheme onboarding, renewals, and ongoing policy administration activities

Collaborate with underwriting, claims, finance, and other stakeholders to resolve servicing issues and support operational efficiency

Prepare servicing reports and monitor outstanding actions, endorsements, and service performance indicators

Maintain complete and audit-ready records in accordance with company policies and regulatory requirements

Ensure compliance with AML, KYC, Data Protection, and other applicable regulatory and internal requirements while safeguarding customer information

SKILLS AND COMPETENCIES

Strong attention to detail and accuracy in data handling

Excellent organizational and follow-up skills

Customer service orientation and responsiveness

Good interpersonal and communication skills

Ability to manage multiple tasks under tight deadlines

Familiarity with policy administration systems and Excel

KNOWLEDGE & EXPERIENCE

1–2 years’ experience in insurance operations

Familiarity with life insurance products and systems

 QUALIFICATIONS

Bachelor’s degree in Commerce, Business Administration, Insurance, Finance, or a related business field

Progress towards Professional insurance qualification (e.g., AIIK, ACII, LOMA)