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EXL
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Executives

EXL

0 years

0 Lacs

Noida Uttar Pradesh India

Posted:2 days ago| Platform:

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Skills Required

transactions processing service consistency development

Work Mode

On-site

Job Type

Full Time

Job Description

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.

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