Job 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
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 Graduate -B

Qualifications: Graduate Bachelor’s degree

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