Process Executive - BD Direct Support - Health Insurance

National Association of Mutual Insurance Companies; Kuala Lumpur; On-site; MYR 36,000 - 48,000; Full time

Job summary

A leading company in the insurance sector is seeking a Process Executive for BD Direct Support in Health Insurance. The role involves assisting in client onboarding, preparing proposals, and maintaining accurate records. Ideal candidates will have a Bachelor's degree and be fluent in Cantonese, Mandarin, and English. Successful applicants will join a dynamic team focused on improving client engagement and compliance with regulatory standards.

Qualifications

• Bachelor's degree in Business Administration, Insurance, or related field required.
• Proficient in CRM systems and Microsoft Office tools.
• Strong communication and organizational skills are necessary.

Responsibilities

• Assist in onboarding new clients by collecting and verifying documentation.
• Support BD team in preparing customized health insurance proposals.
• Respond to basic client queries related to product features and benefits.

Skills

Communication

Organizational skills

CRM systems proficiency

Fluency in Cantonese

Fluency in Mandarin

Fluency in English

Education

Bachelor's degree in Business Administration

Bachelor's degree in Insurance

Bachelor's degree in related field

Tools

Microsoft Office

Job description

Role: Process Executive - BD Direct Support - Health Insurance

Location: KL, Malaysia

Experience: 0-4 Years

Job Responsibilities and Expectations:

- Assist in onboarding new individual and corporate clients by collecting and verifying documentation.

- Support the BD team in preparing customized health insurance proposals and quotations.

- Maintain accurate records of client interactions and proposal submissions.

- Coordinate with underwriting and policy servicing teams to ensure timely processing of new applications.

- Respond to basic client queries related to product features, benefits, and application status.

- Ensure compliance with Insurance Authority (IA) guidelines during client interactions.

- Assist in scheduling meetings and presentations for BD executives.

- Generate reports on lead conversion and client engagement metrics.

- Support digital onboarding and CRM data entry processes.

- Collaborate with marketing teams to distribute promotional materials and campaigns .

Academic and Additional Qualifications Needed:

- Bachelor's degree in Business Administration, Insurance, or related field.

- Basic understanding of health insurance products and services.

- Proficiency in CRM systems and Microsoft Office tools.

- Strong communication and organizational skills.

- Fluency in Cantonese, Mandarin, and English (speak, read, and write).

About Cognizant:

Cognizant (Nasdaq: CTSH) engineers modern businesses. We help our clients modernize technology, reimagine processes and transform experiences so they can stay ahead in our fast-changing world. Together, we're improving everyday life. See how at www.cognizant.com or @cognizant.