Executive

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

• 1–3 years in customer support & success
• Customer service
• Any graduate