Process Executive - Individual Policy Administration

Cognizant; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading global professional services company is looking for an Advisor in Kuala Lumpur to maintain customer records and oversee policy administration tasks. The ideal candidate will have up to 1 year of experience, strong multi-tasking abilities, and proficiency in Cantonese, Mandarin, and English to communicate with clients effectively. This role is critical in ensuring compliance with service standards and facilitating smooth processing of transactions.

Qualifications

• 0-1 years of experience in insurance processing, policy administration or equivalent healthcare background is preferable.
• Ability to multi-task and work in a fast-paced environment and manage multiple priorities.
• Good service attitude, positive and 'can do' attitude.

Responsibilities

• Processing and evaluating movement files and policy transactions for new, renewal, and termination cases.
• Coordinate with senior staff to clarify details and resolve discrepancies.
• Escalating complex or exceptional cases to senior advisors or supervisors as needed.
• Follow up with the HK Sales Team regarding insufficient information.

Skills

Multi-tasking

Good service attitude

Positive and 'can do' attitude

Proficient in Cantonese

Proficient in Mandarin

Proficient in English

Job description

Overview

The Advisor is responsible for maintaining accurate and up-to-date individual customer records and processing policy administration tasks efficiently and in compliance with internal standards. The role involves reviewing documentation, updating logs, inputting data and communicating with their senior to facilitate smooth processing.

Responsibilities

• Processing and evaluating movement files and policy transactions for new, renewal, and termination cases, ensuring accuracy and compliance with service standards and turnaround time standard
• Coordinate with senior staff to clarify details and resolve discrepancies
• Escalating complex or exceptional cases to senior advisors or supervisors as needed
• Follow up with the HK Sales Team regarding the insufficient information and incomplete form

Qualifications / Desired Professional Experience

• 0-1 years of experience in insurance processing, policy administration or equivalent healthcare background is preferable
• Ability to multi-task and work in a fast-paced environment and manage multiple priorities
• Good service attitude, positive and “can do” attitude
• Proficient in Cantonese (Speaking), Mandarin and English (speak, read, and write)
• We are seeking candidates proficient in Mandarin/Cantonese to effectively communicate with Mandarin/Cantonese-speaking clients