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Job Post Details

OneSite Customer Service Representative - job post

Cognizant
3.8 de 5 estrellas
Heredia, Provincia de Heredia
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Información del empleo

Tipo de empleo

  • Tiempo completo

Ubicación

Heredia, Provincia de Heredia

Descripción completa del empleo

Job Summary

We are seeking a dedicated and experienced Senior Process Executive - L&P with 4 to 7 years of experience to join our team. The ideal candidate will have strong technical skills in MS Office and domain expertise in Annuities New Business Annuities Claim Management Annuities Agency Management and Agency Management. Experience in Life and Annuities Insurance is a plus. This role requires working from the office during day shifts with no travel required.


Responsibilities

  • Oversee the processing of annuities new business applications to ensure accuracy and compliance with company policies.
  • Manage annuities claims by reviewing documentation verifying information and coordinating with relevant departments.
  • Provide support in annuities agency management by maintaining records updating databases and assisting agents with inquiries.
  • Ensure efficient handling of agency management tasks including onboarding new agents and maintaining agent records.
  • Utilize MS Office tools to create reports analyze data and present findings to management.
  • Collaborate with team members to streamline processes and improve overall efficiency.
  • Conduct regular audits of annuities processes to identify areas for improvement and implement corrective actions.
  • Assist in the development and implementation of training programs for new hires and existing staff.
  • Monitor industry trends and regulatory changes to ensure compliance and update processes as needed.
  • Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
  • Participate in team meetings and contribute to the development of strategic plans and initiatives.
  • Maintain accurate and up-to-date records of all transactions and communications.
  • Support the companys mission by ensuring high-quality service and contributing to the overall success of the team.


Qualifications

  • Possess strong technical skills in MS Office including Excel Word and PowerPoint.
  • Have domain expertise in Annuities New Business Annuities Claim Management Annuities Agency Management and Agency Management.
  • Experience in Life and Annuities Insurance is a plus.
  • Demonstrate excellent communication and interpersonal skills.
  • Exhibit strong analytical and problem-solving abilities.
  • Show attention to detail and a commitment to accuracy.
  • Ability to work independently and as part of a team.
  • Display strong organizational and time management skills.
  • Be proactive and adaptable to changing priorities.
  • Maintain a high level of professionalism and confidentiality.
  • Have a customer-focused mindset and a dedication to providing exceptional service.
  • Be willing to learn and stay updated on industry trends and best practices.
  • Demonstrate a commitment to continuous improvement and professional development.


Certifications Required

Certified Annuities Specialist (CAS) MS Office Specialist Certification

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