Position: Policy Migration Consultant (Fixed-term)

Location: Port Vila, Vanuatu

 

Capital Insurance Group is proudly serving more than 500,000 customers across 5 Pacific markets in Papua New Guinea, Fiji, Tonga, Vanuatu and the Solomon Islands. We are committed to providing our customers with the highest standard of service.

We are also committed to sustainability. We believe that sustainable communities are essential for businesses to succeed, and we are working to promote sustainability in our own operations and in the communities, we serve, and we are excited to be a part of the future of insurance in the countries we operate in.

 

About the role:

We are seeking a dedicated Policy Migration Consultant to support our operations team on a fixed-term basis based in Port Vila, Vanuatu. Reporting to the Country Manager, the Policy Migration Consultant will manage the accurate transition of customer data into the company’s policy management system and ensure that policies are accurately setup, underwritten, documented and financial transactions are correctly attributed.

 

Key responsibilities:

Customer Records Management

• Create and maintain well-organized client record folders, ensuring all supporting documents and key communications are properly stored and easily accessible.
• Accurately update client information within the company’s policy management system, including product details, lines of business, sums insured, premiums, options, excesses, attribution, sub-limits, optional covers, and contact details.
• Reconcile migrated policies by verifying against payment receipts, statements, bordereaux, and other supporting documentation to ensure data accuracy.
• Conduct detailed administrative investigations across multiple information sources, collaborating with internal teams and external parties as needed to complete accurate reconciliations.
• Identify policies that are no longer active or valid and process cancellations, accordingly, ensuring records reflect their current status.

 

Customer Communication

• Provide customers and brokers with accurate, complete, and timely documentation and information.
• Engage proactively with customers to clarify or resolve any missing, unclear, or inconsistent information.
• Collect and update customer email addresses within the database and system to facilitate effective communication.
• Offer support to the Business Development team by assisting with policy administration and underwriting activities for designated lines of business as required.

 

Data Integrity and Process Optimization

• Monitor data and documentation for systemic issues, conducting analysis to identify root causes and proposing practical solutions.
• Contribute to process improvements as directed by management or project leads.
• Educate colleagues on the structure and organization of client folders, emphasizing their role in maintaining data accuracy and consistency.

 

About you:

• Strong communication and interpersonal skills.
• Proven problem-solving and decision-making abilities.
• Attention to detail and accuracy in data entry.
• Ability to work collaboratively with cross-functional teams.

 

Qualifications:

• Customer service experience, preferably in insurance, with record management and reconciliation.
• Tertiary qualification in Business, Finance, or related field preferred.
• Currently studying or completed the ANZIIF Associate or similar.
• Proficiency in using policy management software.
• Knowledge of insurance products, policies, and procedures.
• Intermediate skills in MS Excel, Word, and PowerPoint.

 

To apply:

Send your resume and a cover letter by email to: cighr@capgrp.com

 

Deadline:

Applications close on 20th June 2025, 5.00pm.

 

Only Shortlisted Candidates will be contacted