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EXL IT service management

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EXL IT service management
Early Applicant
  • 19 days ago
  • Be among the first 50 applicants
Exp: 0-2 Years
Noida, India(estd)

ITES/BPO/Call Center

(estd)
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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.
  • Verifying the sender, processing transactions in admin systems, and sending a confirmation letter to the policy owner.
  • All transactions are to be processed as per Security and Exchange Commission (SEC) guidelines and redirect documents to 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.

More Info

Industry:ITES/BPO/Call Center

Function:Finance

Job Type:Permanent Job

Skills Required

Knowledge
Understanding
Productivity
customer service

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Date Posted: 06/11/2024

Job ID: 99343237

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About Company

EXL IT service management
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At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We&#8217&#x3B;re your business evolution partner&#8212&#x3B;tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations.

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