Found Description
The Policy Admin Sr. Assistant provides administrative support to internal and external customers (policyholders, partners and distributors) who request financial disbursement and inquiries. Ensures that customer transactions are completed within turnaround time (TAT).
The role includes handling disbursement and income payout-related transactions, providing resolution to any issues or discrepancies that may arise, and adhering to established procedures and policies set by the Company.
Position Responsibilities
- Handling company-initiated and client-initiated disbursement requests such as traditional/variable life withdrawals and income payouts.
- Dealing with customers and agents (client interface—oral and listening skills necessary, and through correspondence) in response to various policy inquiries and related transactions.
- Using the processes and systems to verify details, respond to questions and clarifications.
- Promp...