Senior POS Specialist

The Opportunity:

As a Senior POS Specialist, you will support policy servicing operations by processing policy owner requests related to policy changes, surrenders, reinstatements, endorsements, premium allocations, and account clearances. In this role, you will help ensure requests are reviewed, calculated, documented, and completed accurately and in accordance with the POS manual, company procedures and applicable risk policies. You will also respond to information requests from agencies and clients, prepare client letters and operational reports, maintain policy files, support payment processing, and collaborate with internal partners such as Accounting and Agencies to resolve servicing items when needed.

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.
• Imports bank files with paid premiums into the system, ensuring the correct allocation of amounts.
• Ensures effective risk management is taken into account in all day to day activities, in accordance with MеtLife’s risk policies, and escalates any areas of concern to line manager and where appropriate Risk Management function.

Required qualifications:

• Minimum of Bachelor degree.
• Successful track record in a similar administrative position for at least 1 year.
• Fluent in English.
• AI fluency by leveraging generative AI tools (e.g., Copilot, ChatGPT) to improve productivity, enhance problem-solving, streamline operational processes, and support data-driven decision-making.
• Ability to critically evaluate AI-generated outputs, formulate effective prompts, and identify opportunities to integrate AI-driven insights and automation into POS operations.
• Good understanding of office automation, fluency in using MS Windows and office applications.

Preferred qualifications:

• Prior exposure to financial/ insurance industry.

Metlife is an equal opportunity, affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is Metropolitan’s Life policy to ensure equal employment opportunity without discrimination or harassment based on race, colour, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.