Executive
NoidaFull-time1–3 yrsPosted 3 months ago
Junior customer support role at EXL in Noida. Needs 1–3 years and a degree.
About the role
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.
What you'll do
- Reviewing documents to determine type of request(s) and process them as per set guidelines Requests involve Surrenders (Partial and Full), Systematic withdrawal
- Contribute to individual quality and productivity goals by meeting processing targets focused on turnaround time expectations
- Identify and capitalize on best practices to ensure consistency and optimal performance in a team-based environment
- Perform other duties as needed
What you need
- Customer service