1 Confirmation Letter Jobs

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

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Coordinator-Back Office-Customer Service EXL

2.0 - 6.0 years

0 Lacs

uttar pradesh

On-site

As a Document Processing Specialist, your role involves reviewing various documents to identify the type of request(s) and processing them according to established guidelines. Requests may include Surrenders (Partial and Full), Systematic withdrawal, 1035 Exchange, Transfer/Rollovers, Free Look, Roth conversion, etc., which are received through various channels such as faxes, web submissions, mail, and Contact Center requests. Key Responsibilities: - Verify the sender and process transactions in administrative systems - Send confirmation letters to the policy owner, utilizing email or predefined templates for letters - Ensure all transactions are processed in compliance with Security and Exc...

Posted 1 day ago

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