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Senior Analyst, Operations Voice Process

  • Posted 19 hours ago
  • Be among the first 10 applicants

Job Description

Roles And Responsibilities

  • Review and validate for accuracy that the Transfer of Assets Packet was mailed/e-mailed/faxed correctly and timely.
  • Call outs to external carriers and financial institutions every 5 days requesting funds required for new business policy issue.
  • Documentation of various administrative systems on results of each call
  • Requires detailed communication to advisors and their staff on status of receipt of funds.
  • Proactively identifies when additional communications (phone call or email) to the advisor are needed when the transfer hits a roadblock.
  • Working with Financial Advisors and their Staff, knowing when to request corrected forms to secure funding.
  • Partner with 3rd party vendor to know when new requests for additional funds are required.
  • Identify when funding is received. Work with third party to move pending application to policy issue.

Requirements Qualifications

  • 1-3 years of experience in Operations (Voice Process)
  • Good communication skills with a neutral accent
  • Strong verbal & written communication skills
  • Must be able to work in a fast-paced high-volume environment without sacrificing the quality of work.
  • Proven relationship management/outstanding service delivery
  • High energy level
  • Good Knowledge of MS office tools
  • Bachelor's degree (Non – Technical)
  • Experience in US Insurance Domain, preferably Life insurance, annuities, and Retirement
  • Critical thinking, Quick Learner, Flexible
  • Open to Night Shifts

Preferred Skillsets

  • Strong analytical skills/demonstrates problem-resolution skills.
  • Strong Customer Service orientation/proven relationship-building skills
  • Experience in using Microsoft Excel
  • Strong understanding of Annuity products and procedures

Location: Hyderabad, India

Time Type: Full time

Shift Timings: Night Shifts (US Time Zone) 10:30 PM IST to 7:30 AM IST

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About Company

Job ID: 152534229

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