Senior Assistant Business Process Services (51006877)

Job description

·  Job Description:

Job Summary:

Performs duties related to annuity business processing. Processes business applications, updates data in systems, reviews applications and necessary paperwork for accuracy and/or provides general clerical and administrative support.

    

Functional Responsibilities:

·  Follows procedures to process new business application transactions. Corresponds with agents, internal wholesalers and other departments regarding pending cases.
·  Responsible for the accurate handling and timely execution of New Business Applications.
·  Must provide an elite customer services experience.
·  Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer’s experience.
·  Ensure transactions are processed on our administrative systems accurately and in a time frame considered suitable by SEC and DXC/Client guidelines.
·  Report any potential fraudulent, money laundering, or unethical requests that have been reviewed.
·  Performs other related duties as assigned or required

Essential Business Experience and Technical Skills:

·  High school diploma
·  2-4 years of relevant business experience
·  Working knowledge of insurance products and applicable policies, procedures, and guidelines