Job Summary
Drive high quality policy servicing operations as a specialist with strong expertise in MS Excel supporting accurate policy data management reporting and customer centric outcomes in a hybrid work environment. Contribute to efficient insurance policy administration that enhances operational integrity and supports sustainable business growth.
Responsibilities
Manage end to end policy servicing activities to ensure accurate policy updates endorsements renewals and cancellations while consistently maintaining compliance with organizational standards and regulatory requirementsPerform detailed data entry and validation of policy information in core systems using MS Excel for structured tracking reconciliation and error resolution to maintain high levels of data integrityExecute systematic policy audits and quality checks leveraging MS Excel functions such as filtering and pivot style analysis to identify discrepancies and implement corrective actions promptlySupport policy issuance and servicing workflows by preparing and maintaining organized documentation trackers and status reports that enable efficient coordination among operations and service teamsCollaborate with customer support and underwriting teams to resolve policy servicing queries clarify coverage details and ensure timely communication of changes to internal stakeholdersPrepare periodic policy servicing performance reports using MS Excel to summarize key metrics highlight operational trends and recommend process improvements that enhance service efficiencyAssist in developing and maintaining standardized templates checklists and workbooks within MS Excel that streamline repetitive tasks and reduce manual effort across policy servicing operationsContribute to root cause analysis of servicing issues by compiling data reviewing patterns in policy adjustments and proposing targeted preventive measures that improve customer satisfactionCoordinate with technology and operations colleagues to support system updates and testing by validating policy data performing sample checks and documenting any functional gaps in servicing workflowsParticipate in risk and compliance reviews related to policy servicing by providing accurate operational data responding to information requests and implementing recommended control enhancementsSupport continuous improvement initiatives by sharing insights from daily servicing activities documenting best practices and adopting refined procedures that align with company purpose and societal impact through reliable insurance servicesProvide clear and professional communication to internal stakeholders on policy servicing status expected timelines and any required actions to ensure transparency and smooth coordinationContribute to a culture of operational excellence by consistently meeting defined service level targets maintaining attention to detail and proactively addressing potential servicing issues before they impact customers
Qualifications
Possess two to four years of experience in policy servicing or operations roles preferably within financial services or insurance environments with demonstrated exposure to structured process driven workDemonstrate strong proficiency in MS Excel including data organization formula based calculations and basic reporting capabilities as a mandatory technical skill supporting precise policy and operational data managementBring working knowledge of insurance concepts such as policy lifecycle coverage details endorsements renewals and cancellations as a good to have domain skill that enhances effectiveness in policy servicing activitiesShow familiarity with additional analytical or office productivity tools as good to have technical skills that complement MS Excel usage for reporting documentation and coordination across teamsOffer domain understanding of customer service principles and operational risk awareness as required skills with insurance domain exposure considered an advantage for handling complex policy servicing scenariosWork in a hybrid model by effectively balancing onsite collaboration and remote productivity maintaining secure handling of policy data and consistent communication irrespective of work locationOperate in day shift schedules by aligning availability with core business hours supporting timely responses to stakeholder requests and adherence to operational workflows without the need for travelConfirm that the role does not require business travel while still ensuring effective virtual collaboration and participation in remote meetings trainings and reviews as needed to support servicing outcomesCommunicate clearly in English in both written and verbal forms to document policy servicing actions prepare Excel based reports and engage with cross functional teams in a concise and professional mannerAdapt to structured performance metrics and service levels by applying analytical thinking attention to detail and ownership in daily tasks to support the company mission of delivering reliable insurance services to societyMaintain a focus on ethical conduct confidentiality and compliance in handling policyholder information ensuring that operational contributions reinforce customer trust and broader societal confidence in insurance solutionsDisplay willingness to learn
Certifications Required
Preferred certification in MS Office or data analysis such as Microsoft Office Specialist Excel or equivalent.
关于高知特 (Cognizant)
高知特(Cognizant)（纳斯达克代码：CTSH）作为一家AI Builder和相关技术服务提供商，致力于通过打造全栈AI解决方案，帮助企业将人工智能投资转化为实际价值。公司凭借深厚的行业经验、流程优化和工程技术专长，将企业独特的业务场景融入科技系统，赋能组织释放人才潜能，推动切实成果，并帮助全球企业在瞬息万变的环境中保持领先。如需了解更多详情，敬请访问 cognizant.ai 或关注@cognizant。
补充雇佣信息
薪酬信息截至本职位发布之日为准。Cognizant 保留在适用法律允许的范围内随时修改该信息的权利。
申请人可能需要通过现场面试或视频会议的方式参加面试。此外，候选人在每次面试时可能需要出示其当前所在州或政府签发的有效身份证件。
Cognizant 是一家提供平等就业机会的雇主。在招聘过程中，您的申请和候选资格不会因种族、肤色、性别、宗教、信仰、性取向、性别认同、国籍、残疾、遗传信息、怀孕、退伍军人身份或任何其他受联邦、州或地方法律保护的特征而受到影响。
