Coordinator-Back Office-Customer Service

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 Exchange Commission (SEC) guidelines - Redirect documents to the appropriate operational area when necessary - Meet processing targets to contribute to individual quality and productivity goals, focusing on turnaround time expectations - Maintain a positive customer service mindset to exceed customer expectations through continuous improvement - Identify and implement best practices to ensure consistency and optimal performance within a team-based environment - Actively participate in self-development and expand knowledge of the client's business - Perform any other duties as required Qualifications Required: - Strong attention to detail and ability to follow established guidelines - Excellent communication skills for interacting with customers and team members - Knowledge of Security and Exchange Commission (SEC) guidelines is a plus - Ability to work effectively in a team environment and contribute to overall team goals - Willingness to learn and adapt to new processes and technologies Join us as we strive for excellence in document processing and customer satisfaction, ensuring seamless transactions and exceeding expectations.,