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

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