Life Insurance

Key Responsibilities

• Handle life and annuity insurance back-office transaction processing, including Policy Administration Services, Disbursement, and Claims
• Process annuity transactions such as Replacement, Exchange, Rollover, Transfers, Surrenders, and Withdrawals
• Ensure compliance with retirement income strategies, annuity structures, and regulatory requirements
• Perform detailed review and validation of documentation to ensure accuracy and completeness
• Utilize mainframe systems and PC applications such as MS Word, Outlook, and other business software
• Analyze discrepancies and provide solutions using strong research and analytical skills
• Communicate complex information clearly in verbal and written formats
• Work in coordination with cross-functional teams to support operational efficiency
• Operate in US shifts, including willingness to work onsite as required