Process Executive - BD Direct Support - Health Insurance

NACBA; Kuala Lumpur; On-site; MYR 24,000 - 36,000; Full time

Job summary

Une organisation de premier plan dans le domaine de l'audit interne recherche un Process Executive pour soutenir l'équipe de développement commercial dans le secteur de l'assurance santé. Vous serez impliqué dans l'intégration de nouveaux clients, la préparation des propositions, et la gestion des interactions avec les clients. Ce rôle exige une compréhension des produits d'assurance, des compétences organisationnelles solides et la capacité de communiquer efficacement en Cantonais, Mandarin et Anglais.

Qualifications

• Bac en administration ou assurance, ou domaine connexe.
• Compréhension de base des produits d'assurance santé.
• Compétences en communication et organisation.
• Fluent en Cantonais, Mandarin et Anglais.

Responsibilities

• Assister à l'intégration de nouveaux clients individuels et d'entreprise.
• Préparer des propositions sur l'assurance santé.
• Maintenir des dossiers exacts des interactions clients.
• Collaborer avec les équipes de marketing pour distribuer les documents.
• Générer des rapports sur la conversion des prospects.

Skills

Communication

Organizational skills

Fluency in Cantonese

Fluency in Mandarin

Fluency in English

Education

Bachelor's degree in Business Administration

Bachelor's degree in Insurance

Degree in related field

Tools

CRM systems

Microsoft Office tools

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.