Coordinator-Back Office-Customer Service

6 days ago


Noida, Uttar Pradesh, India EXL Full time ₹ 3,50,000 - ₹ 6,50,000 per year
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. These communications could be through email or letters using predefined templates
  • 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

Responsibilities
  • 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. These communications could be through email or letters using predefined templates
  • 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

Qualifications

graduate


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