About this role
Cognizant - SPE-Policy Servicing
Job Title : SPE-Policy Servicing Job Summary : Serve as a policy servicing specialist for life and annuities insurance products with a focus on precise documentation data maintenance and stakeholder communication using MS Office. Contribute to smooth policy lifecycle administration in a hybrid work model with rotational shifts while ensuring high quality service delivery that supports organizational efficiency and customer satisfaction. Experience : 3 - 5 years Required
Skills
- Technical
- MS Office Domain
- 5
- Nice to have skills : Domain Skills:Life and Annuities Insurance
- Technology : Custom Service
- Shift : Rotational
Responsibilities
- Handle end to end policy servicing activities including policy setup maintenance renewals and amendments ensuring accurate records and timely completion of tasks in line with defined service standards
- Prepare update and maintain structured documentation of policy details endorsements and customer communications using MS Office to support transparent audit trails and efficient retrieval
- Review policy servicing requests for completeness and compliance with internal guidelines and industry norms to minimize errors and rework while maintaining operational integrity
- Coordinate with internal teams such as underwriting claims and finance to clarify policy data issues and resolve servicing queries in a timely and professional manner
- Analyze servicing data and recurring issues using MS Office tools to identify trends and propose improvements that enhance processing efficiency and customer satisfaction
- Respond to internal stakeholder inquiries in English through written and verbal communication providing clear explanations of policy servicing status and next steps
- Perform regular quality checks on policy records and servicing outputs validating data consistency and initiating corrections to uphold accuracy standards
- Document and track all servicing activities in prescribed systems and MS Office trackers ensuring that work logs are up to date and ready for reporting or review
- Follow rotational shift schedules with consistent adherence to timelines and turnaround expectations supporting continuous coverage and smooth operations
- Apply knowledge of operational procedures and risk controls during policy servicing activities to reduce processing risk and safeguard customer and company interests
- Support process improvement initiatives by sharing insights from daily servicing work and participating in testing or validation of updated procedures
- Adhere to hybrid work practices while maintaining productivity collaboration and responsiveness across remote and onsite settings using digital collaboration tools
- Comply with all regulatory requirements and company policies relevant to policy servicing to help sustain organizational reputation and societal trust in insurance services
- Qualifications -Possess three to five years of experience in policy servicing or insurance operations with proven proficiency in MS Office applications used for documentation analysis and reporting -Demonstrate strong skills in Excel Word and PowerPoint for creating data templates performing validations generating reports and preparing clear communication materials -Communicate fluently in English with the ability to read write and speak effectively in order to interpret policy information and convey servicing outcomes to stakeholders -Bring understanding of life and annuities insurance concepts including policy features premium handling and benefit structures to support accurate and contextual servicing where applicable -Show capability to manage tasks in rotational shifts within a hybrid work environment maintaining reliability time management and consistent service levels across varying schedules -Exhibit attention to detail and problem solving skills that enable thorough review of policy data identification of discrepancies and execution of corrective actions -Maintain openness to learning updated tools processes and regulatory changes in insurance operations to continuously improve servicing quality and organizational impact
- Job
Location
Primary Location :CRHESANA02(BPCRI Heredia HE-AFZ Edificio-COG) Alternate Location :NA NA Alternate
Location
1 :NA NA Job Type : SPE-Policy Servicing [75IO57] Demand Requires Travel? : No Certifications Required : Preferred certifications include MS Office Specialist or equivalent and any insurance operations or life insurance foundation certification.