Coordinator-Premium Audit

• 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.

Graduate in any stream

• 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 environment
• Active participation in ongoing development of self
• Continue to build additional knowledge and understanding of the client's business
• Perform other duties as needed