- Job Description: This role is primarily responsible for processing disbursement of money as per the request received from customers. This process is caters to requests made for Life Insurance products.
- Associates in this role must be able to operate across various systems and product workflows with limited oversight or supervision of core accountabilities.

- 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 setting
- 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 in any stream

📌 Coordinator-Premium Audit (India)
🏢 EXL Service
📍 India