CareerBricks

Policy Servicing Executive

This is an open vacancy with one of our clients.

Experience
1–4 years
Where
Delhi NCR, Jaipur, Lucknow, Mumbai
Salary
₹3,50,000–₹8,00,000 per year
Work mode
On-site, Hybrid
Employment type
Full-time
Qualifications
Graduate in any discipline; commerce, finance, banking or customer-service exposure preferred

To apply you need a CV on file.

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About the role

One of our prestigious clients is hiring a Policy Servicing Executive to look after policyholders once their policy is in force. You will process service requests, update records and keep customers informed until each request is complete. Good servicing is what keeps policyholders confident about the commitment they have made.

What you'll do

  • Handle policyholder requests such as address changes, nominee updates and duplicate document issuance.
  • Check request forms and supporting documents carefully before updating policy records.
  • Respond to calls and emails about policy status, renewals and expected servicing timelines.
  • Coordinate with operations and underwriting teams on requests that need their approval.
  • Follow up on pending requests and update customers proactively rather than waiting to be chased.
  • Record every interaction accurately so each policy has a clear servicing history.

What you'll bring

  • 1–4 years of experience in policy servicing, insurance operations or customer service.
  • A graduate degree in any discipline and a consistently customer-first attitude.
  • Patience and clarity when explaining policy terms and servicing procedures to customers.
  • Careful handling of the personal and financial data that policyholders share.
  • The ability to keep track of many open requests and close them in order of priority.

Good to have

  • Exposure to commerce, finance, banking or customer service in study or work.
  • Familiarity with servicing processes for life or general insurance policies.
  • Prior experience in a policyholder service team within financial services.

Skills

  • Communication
  • customer handling
  • documentation
  • follow-up
  • process coordination

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