Process and administer policy servicing queries, transactions and follow ups including change of personal details, premium arrears, reinstatements, reductions, cancellations, policy withdrawals, surrenders, dealing/switching instructions, and generating valuations and reports
Accurately capture and update all policy details in internal systems, trackers and CRM, ensuring data integrity and consistency across systems
Review and validate servicing requests before submission to product providers, ensuring all information is accurate and correct
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