- Reviewing documents to determine type of request(s) and process them as per set guidelines
- Requests involve Surrenders (Partial and Full), Systematic withdrawal, 1035 Exchange, Transfer/Rollovers, Free Look, Roth conversion etc. and received through faxes, web submissions, mail, Contact Center requests, etc.
- Verifying the sender, process transactions in admin systems and send confirmation letter to the policy owner. These communications could be through email or letters using predefined templates
- All transactions to be processed as per Security and Exchange Commissions (SEC) guidelines and redirect documents to appropriate operational area as needed
- Contribute to individual quality and productivity goals by meeting processing targets focused on turnaround time expectations
- Promote a positive customer service mindset to surpass the expectations of customers through continuous improvement
- Identify and capitalize on best practices to ensure consistency and optimal performance in a team based environment
- Active participation in ongoing development of self
- Continue to build additional knowledge and understanding of the client’s business
- Perform other duties as needed
- Reviewing documents to determine type of request(s) and process them as per set guidelines
- Requests involve Surrenders (Partial and Full), Systematic withdrawal, 1035 Exchange, Transfer/Rollovers, Free Look, Roth conversion etc. and received through faxes, web submissions, mail, Contact Center requests, etc.
- Verifying the sender, process transactions in admin systems and send confirmation letter to the policy owner. These communications could be through email or letters using predefined templates
- All transactions to be processed as per Security and Exchange Commissions (SEC) guidelines and redirect documents to appropriate operational area as needed
- Contribute to individual quality and productivity goals by meeting processing targets focused on turnaround time expectations
- Promote a positive customer service mindset to surpass the expectations of customers through continuous improvement
- Identify and capitalize on best practices to ensure consistency and optimal performance in a team based environment
- Active participation in ongoing development of self
- Continue to build additional knowledge and understanding of the client’s business
- Perform other duties as needed
- Bachelor’s degree and Computer literacy
Candidates with relevant business experience (Life & Annuity Insurance) will be preferred
EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 54,000 employees spanning six continents. For more information, visit www.exlservice.com.