- Posting Location: Sofia, Bulgaria
概要と必要条件
POSITION OBJECTIVE:
To follow and implement Company’s established standards and procedures in Policy Owner Service administration as to contribute to high standards of work in the Department, quality customer service.
POSITION KEY RESPONSIBILITIES:
- Accomplishes POS changes and surrenders of policies and Invest accounts, requested by the Policy Owner in compliance with the POS manual and Company’s rules. Calculates and processes them in the system and registers surrender payments in the surrender database;
- Answers requests for information from Agencies about plans, coverage’s and possible POS changes;
- Answers requests from clients for Invest Account values, payments made and other, which may concern POS;
- Provides agencies with prompt and accurate information necessary for reinstatement - Due premiums, Interest and require specific forms completed and signed by the Policy Owner;
- Reinstates lapsed Life and PA policies in case all the need documentation is submitted;
- Prepares letters to the clients by policyowner request;
- Prepares POS daily, weekly, monthly reports;
- Puts in order the policies files used in daily work;
- Applies and accomplishes the policies endorsements due to POS change or automate premiums clearance;
- Accounts clearance – monitors the Accounts in EOD/suspense reports for cases such as: overpayment, unclear payments, wrongly allocated payments. Follows up and clears cases through communication with the Accounting Department and the Agencies, when necessary. Ensures effective risk management is taken into account in all day to day activities, in accordance with Mеetlife risk policies, and escalates any areas of concern to line manager and where appropriate Risk Management function.
POSITION REQUIREMENTS:
Professional qualifications:
• Minimum of Bachelor degree in Economics or humanities;
• Successful track record in a similar administrative position for at least 1 year;
• Fluent in English;
•Good understanding of office automation, fluency in using MS Windows and office applications.
Personal profile:
• Ability to prioritize and motivation to cope with high volume of work and see tasks accomplished;
• Comfortable working in teams and good communicator;
• Excellent analytical skills and ability to synthesize information rapidly;
• Ability to concentrate and process data with accuracy;
• Natural curiosity and digital mindset.
Recognized on Fortune magazine's list of the "World's Most Admired Companies" and Fortune World’s 25 Best Workplaces™, MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we’re inspired to transform the next century in financial services. At MetLife, it’s #AllTogetherPossible. Join us!