Job Description
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.
- 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 fa...
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