SPE-Policy Servicing

Cognizant; Taguig; Hybrid; PHP 320,000 - 460,000; Full time

Job summary

Cognizant is seeking a detail-oriented policy servicing associate in a hybrid role based in Manila. You will execute back-office processes to update policy records for life and annuities clients, ensuring data accuracy and timely resolution of requests across shifts in a multilingual environment.

You will handle policy changes, document validation, and reporting while following standard operating procedures and risk controls.

Qualifications

• 1–3 years of policy administration or back-office experience.
• Proficient in MS Office: Excel, Word, PowerPoint.
• Knowledge of life and annuities concepts.
• Strong English reading/writing/speaking skills.
• Detail-oriented with analytical skills.

Responsibilities

• Update policy records and process change requests within timelines.
• Perform end-to-end back-office tasks for life and annuities policy administration using MS Office.
• Handle policy changes, premium adjustments, and beneficiary updates.
• Review source documents for completeness and accuracy before processing.
• Maintain daily trackers and reports in spreadsheets to monitor volume and turnaround time.
• Communicate with internal teams to resolve discrepancies impacting servicing workflows.
• Adhere to rotational shifts and time-critical processes with proper handovers.
• Ensure data confidentiality and escalate exceptions to supervisors as required.
• Utilize MS Office to format correspondence and prepare summaries for process improvement discussions.
• Identify recurring issues and document findings to suggest improvements.

Skills

Attention to detail

Analytical skills

English communication

Tools

MS Office

Spreadsheets

Word processing

Presentation tools

Job description

Job Summary

This hybrid role supports policy servicing for life and annuities insurance clients by executing precise back office processes updating policy records and managing daily requests using MS Office tools. The specialist ensures data accuracy timely resolution of customer requests and compliance with company procedures while collaborating within rotational shifts in a multilingual professional environment.

Responsibilities

• Perform policy servicing activities by updating policy records maintaining accurate documentation and ensuring every change request is processed within agreed timelines


• Execute end to end back office tasks for life and annuities policy administration using MS Office applications to maintain consistent and reliable data quality


• Handle incoming work items such as policy changes premium adjustments and beneficiary updates by following defined standard operating procedures and control guidelines


• Review source documents and digital inputs to validate completeness accuracy and consistency before processing them into the core policy systems


• Coordinate with internal teams through email and collaboration tools to clarify missing information and resolve discrepancies impacting policy servicing workflows


• Prepare and maintain daily trackers logs and reports in spreadsheets to monitor volume turnaround time and quality of completed policy servicing transactions


• Respond to queries from stakeholders by providing clear status updates on assigned work items explaining actions taken and documenting outcomes in the tracking systems


• Adhere to rotational shift requirements by managing workload efficiently handing over tasks clearly and ensuring continuous coverage for time critical processes


• Follow compliance and risk guidelines by applying internal control checks maintaining data confidentiality and escalating exceptions to supervisors as required


• Utilize MS Office tools to format correspondence create simple templates and prepare summaries that support policy servicing operations and process improvement discussions


• Identify recurring issues in policy transactions by observing patterns documenting findings and suggesting practical improvements to enhance accuracy and efficiency


• Maintain a high level of attention to detail in every transaction to minimize rework reduce errors and safeguard the integrity of customer policy information


• Support the organization purpose by delivering reliable policy servicing outcomes that help customers access their life and annuities benefits with confidence and trust

Qualifications

• Possess professional experience between one and three years in policy administration back office operations or similar support functions within financial services or insurance environments


• Demonstrate strong proficiency with MS Office applications including spreadsheets word processing and presentation tools to handle data documentation and reporting tasks effectively


• Display working knowledge of life and annuities insurance concepts such as policy issuance endorsements renewals surrenders and claims to interpret servicing requests accurately


• Show ability to read write and speak English clearly for processing documentation understanding guidelines and collaborating with colleagues and stakeholders across locations


• Exhibit strong analytical and problem solving skills with the capacity to review complex information identify gaps and apply appropriate actions within defined procedures


• Present high attention to detail and quality orientation by consistently delivering error free work following checklists and double checking critical policy information


• Demonstrate adaptability to hybrid work arrangements and rotational shifts by managing time effectively staying self disciplined and remaining responsive in a dynamic operations setup

Certifications Required

Preferred certifications include MS Office Specialist or equivalent productivity suite certifications relevant to data and document management

Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.