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Customer Service Team leader - Heredia CR

00070820321

Job Summary

This role focuses on policy servicing for life and annuities insurance within a hybrid work model requiring strong proficiency in MS Office and clear communication in English. The candidate will handle complex policy transactions maintain high data accuracy and support rotational shifts without travel.

Their work will enhance customer experience operational efficiency and regulatory compliance across a global environment.

Experience : 3 - 4 years

Required Skills :

Domain Skills:Life and Annuities Insurance.

Shift : Rotational

Responsibilities : -Manage end to end policy servicing requests for life and annuities products by accurately updating policy records and ensuring all actions align with internal guidelines and regulatory standards

-Handle complex policy transactions such as endorsements renewals cancellations and reinstatements while maintaining precise documentation in MS Office based tools

-Analyze incoming service requests and supporting documents to identify missing information inconsistencies and potential risks before processing policy changes

-Collaborate with cross functional teams including underwriting operations and customer service to resolve policy servicing issues and streamline processing workflows

-Maintain detailed tracking of work items using spreadsheets and productivity tools in MS Office to ensure timely closure of tasks and transparent reporting of work status

-Prepare clear and concise policy related communication templates and standard responses using word processing and presentation tools to support consistent customer interactions

-Monitor daily and weekly servicing queues during rotational shifts and prioritize work based on defined service level agreements to minimize backlogs and delays

-Conduct quality checks on completed servicing transactions to identify errors trends and improvement opportunities and share feedback with relevant stakeholders

-Perform data analysis using spreadsheet functions to generate simple reports on servicing volumes turnaround times and error rates supporting performance reviews and planning

-Document procedural updates and best practices in shared repositories to support knowledge retention onboarding and continuous improvement in servicing processes

-Support hybrid work by adhering to remote and office based operating procedures ensuring data security confidentiality and compliance with company policies

-Engage in continuous upskilling on policy servicing systems product features and regulatory changes to keep work outcomes accurate and aligned with industry expectations

-Contribute to team goals by sharing insights on recurring servicing challenges and proposing practical process enhancements that improve customer satisfaction and operational resilience -Qualifications

-Bring between six and eight years of professional experience in policy servicing or operations with sustained exposure to insurance or financial services environments

-Demonstrate strong command of MS Office including word processing spreadsheets and presentations using these tools to manage data reporting documentation and stakeholder communication

-Apply clear English language skills in reading writing and speaking to interpret policy documents exchange information with colleagues and record servicing decisions with high clarity

-Offer experience or exposure to life and annuities insurance products considered favorable by using domain understanding to interpret policy terms riders benefits and servicing rules more effectively

-Use analytical and problem solving abilities to review policy data identify anomalies and recommend corrective actions that reduce errors and rework across servicing cycles

-Exhibit adaptability to rotational shifts and hybrid work arrangements ensuring consistent productivity and collaboration regardless of working location or time pattern

-Show commitment to quality compliance and customer centric outcomes by following standard operating procedures audit recommendations and regulatory expectations in every servicing activity

Job Location: CR Heredia HE-AFZ Edificio-Cognizant


About Cognizant: 
Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value by building full-stack AI solutions for our clients. Our deep industry, process and engineering expertise enables us to build an organization’s unique context into technology systems that amplify human potential, drive tangible outcomes and keep global enterprises ahead in a fast-changing world. See how at cognizant.ai or @cognizant.

Additional employment information
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.

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