0-2 years
10 days ago
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 received through faxes, web submissions, mail, Contact Center requests, etc.
  • Verifying the sender, process transactions in admin systems and send confirmation letter to the policy owner.
  • All transactions to be processed as per Security and Exchange Commissions (SEC) guidelines and redirect documents to appropriate operational area 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 ongoing development of self
  • Continue to build additional knowledge and understanding of the client's business
  • Perform other duties as needed




1035 Exchange
Operational Area
Policy Owner
Admin Systems
Best Practices
Roth Conversion
Turnaround Time
Systematic Withdrawal
SEC Guidelines
Free Look
Positive Customer Service

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.