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 are received through faxes, web submissions, mail, Contact Center requests, etc. Verify the sender, process transactions in admin systems, and send a confirmation letter to the policy owner. All transactions will be processed per the Securities and Exchange Commission (SEC) guidelines and redirected documents to the appropriate operational areas 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 the 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 are received through faxes, web submissions, mail, Contact Center requests, etc. Verify the sender, process transactions in admin systems, and send a confirmation letter to the policy owner. All transactions will be processed per the Securities and Exchange Commission (SEC) guidelines and redirected documents to the appropriate operational areas 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 the ongoing development of self-Continue to build additional knowledge and understanding of the client’s business. Perform other duties as needed.
Graduate 1 - 3 Years
Job details are sourced from the employer's original posting.
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EXL is a leading operations management and analytics company that helps businesses improve their performance.