Responsibilities
and Expectations :
- Assist in onboarding new individual and corporate clients by collecting and verifying documentation.
- Support the BD team in preparing customized health insurance proposals and quotations.
- Maintain accurate records of client interactions and proposal submissions.
- Coordinate with underwriting and policy servicing teams to ensure timely processing of new applications.
- Respond to basic client queries related to product features, benefits, and application status.
- Ensurepliance with Insurance Authority (IA) guidelines during client interactions.
- Assist in scheduling meetings and presentations for BD executives.
- Generate reports on lead conversion and client engagement metrics.
- Support digital onboarding and CRM data entry processes.
- Collaborate with marketing teams to distribute promotional materials and campaigns .
Academic and Additional Qualifications Needed :
Bachelor's degree in Business Administration, Insurance, or related field.Basic understanding of health insurance products and services.Proficiency in CRM systems and Microsoft Office tools.Strongmunication and organizational skills.Fluency in Cantonese, Mandarin, and English (speak, read, and write).About Cognizant :
Cognizant (Nasdaq : CTSH) engineers modern businesses. We help our clients modernize technology, reimagine processes and transform experiences so they can stay ahead in our fast-changing world. Together, we're improving everyday life. See how at cognizant or @cognizant. Job ID 46234