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.
