Executive-Back Office-Customer Service

Basic Function- This role is primarily responsible for processing transactions into the system as per the communication received from customers.

• This role is also responsible for post issue policy maintenance, creating price quotations and make the changes as requested by the customer
• Associates in this role must be able to operate across various systems and product workflows with limited oversight or supervision of core accountabilities. The services consist of support services for Annuities and Life Insurance policyholders and are summarized below.
  
  

Essential Functions

• Reviewing documents to determine type of request(s) and process them as per set guidelines
• Process non-financial transactions requested by policyholder or service provider. Some examples are, Name Change, Address Change, Bene change, Ownership change and handling of Return Mail etc.
• Process Transactions 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. These communications could be through email or letters using predefined templates
• 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