L&A Back Office Processor -

EXL Service • Hartford, CT

336d • $22 - $24 • Remote

About The Position

The mission of this job is to promptly perform both financial and non-financial administrative transactions that occurs during the duration of a policy/contract.

Requirements

• Back office (Policy Holder Services) processing for life and/or annuity contracts preferred.
• Two-year college degree or equivalent experience in a financial institution operations department, customer service, or annuity product experience.
• Knowledgeable in life or annuity products.
• Must have sharp attention to detail and ability to perform with high degree of accuracy.
• Strong analytical skills to review documents and reach sound decisions.
• Proven oral and written communication skill set.
• Ability to meet multiple performance targets at or above benchmark levels; including, but not limited to: accuracy, call quality, timeliness, and productivity.
• Work harmoniously with peers within a small team environment to accomplish both personal and team performance goals.
• Work with customers in a professional and empathic manner.
• Work overtime, as needed, to meet daily deadlines.
• Work simultaneously with multiple computer systems.
• Compute moderately difficult mathematical calculations.

Responsibilities

• Accountable for identifying, investigating, evaluating, obtaining, and utilizing critical information required to accurately perform administrative transactions on a policy/contract.
• Verbally communicate and correspond with outside customers to convey requirements.
• Handles processing transactions on multiple product lines.
• Documents all calls clearly and concisely and completes follow-up work.
• Identify areas of potential risk for the company, including potential fraud.
• Analyze all incoming documents for appropriateness and completeness and determine whether transaction can be processed. If so, processes the transaction.
• Serves as 1st approver for financial transactions.
• Answer customer inquiries.

Benefits

• Bonuses
• Paid Time Off policy
• Region specific benefits

What This Job Offers

• Career Level: Entry Level
• Education Level: Associate degree