Associate
EXL
Noida, Uttar Pradesh, India0–2 yrs1h agovia LinkedIn
About the Role
Reviewing documents to determine the type of request(s) and processing them as per set guidelines.
Key Responsibilities
- Process requests including Surrenders (Partial and Full), Systematic withdrawal, 1035 Exchange, Transfer/Rollovers, Free Look, and Roth conversion.
- Receive requests through faxes, web submissions, mail, and Contact Center requests.
- Verify the sender and process transactions in admin systems.
- Send confirmation letters to the policy owner via email or letters using predefined templates.
- Process all transactions as per Security and Exchange Commissions (SEC) guidelines.
- Redirect documents to the appropriate operational area as needed.