Responsibilities
- Prioritize and process daily work to meet customer service goals.
- Communicate in writing with customers regarding outstanding requirements and routine work
- Implement problem solving techniques to ensure efficient processing while servicing the policies.
- Follow internal procedures to properly document work flow management system
- Inform leaders for the challenges while working customer requests or potential problems.
- Validate accuracy of plan/policy while processing the task
- Maintain a comprehensive knowledge of our record keeping system.
- Develop a working knowledge the tasks we handle
- Perform other job-related duties and special projects as required.
- Promote team development through shared knowledge and information with team members in working to resolve unusual or difficult situations.
- Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements.
- Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
- Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
- Compliance to PGS policies and Flexibility as per business needs
Qualifications
MBA or Graduate Bachelors degree (any stream), Good knowledge of Finance Domain and Industry with 2+ years of experience
Additional Information
- Make sound business decision
- Embrace Change
- Build strong Partnership
- Get results
- Act Strategically
- Lead Cultivate Talent
