Associate
- 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