SPE-Policy Servicing

Job Summary
Serve as a specialist in policy servicing for a global organization using advanced productivity and generative AI tools to optimize insurance policy operations enhance data accuracy and improve customer outcomes while collaborating across hybrid teams and aligning daily work with organizational and societal value.
Responsibilities
Manage end to end policy servicing activities for insurance products by applying strong analytical skills to ensure timely updates accurate records and smooth operational workflows that contribute to trusted outcomes for customers and the company.
Utilize MS Excel to analyze policy data perform complex reconciliations and create structured reports that improve decision making for operations teams and support transparent performance tracking across the policy lifecycle.
Apply generative AI tools to design and refine policy servicing processes that reduce manual effort enhance quality controls and enable faster and more reliable responses to internal and external stakeholders.
Use prompt engineering techniques to craft effective instructions for generative AI and agentic AI solutions so that policy servicing tasks are automated with high relevance reduced errors and better alignment with business rules.
Operate M365 Copilot in day to day work to summarize policy documents draft servicing communications and create productivity insights that streamline collaboration among cross functional teams in a hybrid work environment.
Leverage agentic AI frameworks to orchestrate policy servicing workflows monitor automated task execution and intervene when needed to safeguard compliance and maintain high standards of customer service.
Implement retrieval augmented generation RAG approaches to securely connect knowledge sources with AI models so that policy servicing guidance and outputs remain grounded in up to date policy terms and operational procedures.
Collaborate with underwriting claims and operations stakeholders to clarify policy servicing requirements resolve data discrepancies and ensure that every update supports fair treatment and risk transparency for policyholders.
Document policy servicing procedures AI usage guidelines and Excel based data management practices in clear and structured formats that can be reused for training audits and continuous improvement initiatives.
Monitor process performance metrics such as turnaround time error rates and customer impact indicators and use data driven insights to recommend enhancements to tools workflows and policy servicing standards.
Support testing and validation of new AI features Excel templates and policy servicing systems by executing structured test scenarios and sharing precise feedback that drives reliable and safe deployment into production.
Coordinate with technology and process improvement teams to align AI assisted policy servicing initiatives with organizational purpose regulatory expectations and long term sustainability goals that benefit society.
Contribute to knowledge sharing across the policy servicing community by demonstrating effective use of generative AI RAG and M365 Copilot so colleagues can replicate proven practices and collectively elevate service quality.
Qualifications
Bring between two and four years of professional experience in policy servicing or related operations with hands on exposure to MS Excel generative AI prompt engineering M365 Copilot agentic AI and RAG based solutions.
Demonstrate strong proficiency in MS Excel including use of formulas pivot analysis and structured data handling as a required technical skill while familiarity with advanced automation features is considered beneficial.
Show practical experience in building and refining prompts for generative AI and agentic AI tools as a mandatory capability with additional exposure to AI governance or responsible AI practices regarded as a plus.
Possess working knowledge of M365 Copilot usage within productivity suites and collaboration platforms as a required skill with broader experience across modern workplace tools seen as advantageous.
Hold good to have domain experience in insurance covering policy administration servicing processes or related back office operations and demonstrate understanding of how accurate policy handling supports customer trust.
Exhibit awareness of insurance regulations terminology and documentation standards as a preferred domain skill that supports precise interpretation of policy information and compliant servicing outcomes.
Work in a hybrid model that combines onsite collaboration with remote productivity and show readiness to manage responsibilities effectively across both settings while maintaining consistent communication with the team.
Operate in shift D and maintain flexibility to handle business priorities and deadlines within this schedule while safeguarding work life balance and adherence to organizational policies.
Perform responsibilities without any required travel and remain focused on delivering high quality outcomes through digital channels and hybrid collaboration tools.
Communicate clearly in written and spoken English and demonstrate the ability to explain complex policy servicing or AI related topics in an accessible manner to colleagues and sta
Certifications Required
Preferred certifications include Microsoft Excel certification and an AI related credential such as Microsoft Certified Azure AI Fundamentals.

Work arrangement
No