Customer Service Representative

About the Position

วันที่เผยแพร่ ส.ค. 13 2569

We are looking for a Customer Service Representative to join our team in Heredia, Costa Rica. This hybrid role focuses on policy servicing for life and annuities business, handling end-to-end administrative activities using MS Office tools while maintaining high accuracy and service quality.

Responsibilities

• Process incoming policy servicing requests for life and annuities products with high attention to detail and accuracy ensuring that all updates comply with internal guidelines and regulatory requirements.
• Update and maintain policy records using MS Office applications ensuring that all data entries and document versions are consistent, traceable, and ready for audit review when needed.
• Prepare, format, and validate policy-related documents and summaries in MS Office to support internal reviews, customer communications, and operational reporting.
• Coordinate with cross-functional teams such as underwriting, claims, and customer service to resolve policy discrepancies and ensure timely completion of servicing activities.
• Respond to internal queries related to policy status, coverage details, and servicing actions by analyzing available data and providing clear and accurate updates.
• Monitor work queues and service level targets in rotational shifts, prioritizing cases based on urgency and impact on customers and business commitments.
• Identify recurring issues or process gaps in policy servicing workflow and suggest practical improvements that enhance efficiency, accuracy, and customer satisfaction.
• Support preparation of daily or weekly operational reports using MS Office highlighting key volumes, turnaround times, and potential risks for stakeholder review.
• Review policy documentation received from upstream teams or customers for completeness and clarity and initiate follow-ups when additional information is required.
• Adhere to all compliance, data privacy, and information security requirements while handling policy documents and customer data within the policy servicing process.
• Participate in knowledge sharing sessions and training activities to improve familiarity with life and annuities products, internal systems, and evolving process guidelines.
• Collaborate with team members in a hybrid work model by using collaboration tools and MS Office-based trackers to maintain transparency on work status and dependencies.
• Contribute to continuous improvement initiatives by sharing insights from daily operations that support the company mission of delivering reliable and customer-centric insurance services.

Requirements

• Experience: 1 - 3 years
• Technical Skills: MS Office
• Domain Skills: Life and Annuities Insurance
• Language: English (Advanced)
• Shift: Rotational

We Offer

• Competitive salary
• Opportunity to work in a hybrid model
• Professional development opportunities

About the Company

**ข่าวประชาสัมพันธ์แบบสำเร็จรูปของ Cognizant **

Cognizant (NASDAQ: CTSH) is an AI and technology services provider that bridges the gap between AI investment and enterprise value by creating end-to-end AI solutions for our clients. Our deep industry expertise, processes, and engineering help us fuse the specific context of organizations with technology systems to augment human potential, create observable results, and help global enterprises consistently lead in a changing world. Learn more at cognizant.ai or @cognizant.

Additional Information

Salary details are accurate as of the date of this job posting. Cognizant reserves the right to modify this information at any time under applicable laws.

Applicants may be required to participate in an in-person or video interview. Additionally, applicants may be asked to present government-issued identification, such as a passport or driver's license, during each interview.

Cognizant is an equal opportunity employer. Your application and consideration for employment will not be influenced by race, color, religion, belief, gender, gender identity, sexual orientation, national origin, disability status, genetic information, pregnancy, veteran status, or any other protected characteristic under federal, state, or local law.

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