Job Description

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• 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 are received through faxes, web submissions, mail, Contact Center requests, etc.
• Verify the sender, process transactions in admin systems, and send a confirmation letter to the policy owner.
• All transactions will be processed per the Securities and Exchange Commission (SEC) guidelines and redirected documents to the appropriate operational areas 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 the ongoing development of self
• Continue to build additional knowledge and understanding of the client's business.
• Perform other duties as needed.