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Executive-Back Office-Customer Service at EXL Talent Acquisition Team

Noida, Uttar Pradesh, India -

Full Time

Start Date

Immediate

Expiry Date

24 Feb, 26

Salary

0.0

Posted On

26 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Document Review, Customer Service, Transaction Processing, Email Communication, Quality Assurance, Productivity Goals, Continuous Improvement, Best Practices, Team Collaboration, Knowledge Development

Industry

Business Consulting and Services

Description

Reviewing documents to determine type of request(s) and process them as per set guidelines Requests involve Loans, Systematic Withdrawals, Dividends, etc. and received through faxes, web submissions, mail, Contact Center requests, etc. Verifying the sender, process transactions in admin systems and send confirmation letter to the policy owner. These communications could be through email or letters using predefined templates All transactions to be processed as per Security and Exchange Commissions (SEC) guidelines and redirect documents to appropriate operational area as needed Contribute to individual quality and productivity goals by meeting processing targets focused on turnaround time expectations Promote a positive customer service mindset to surpass the expectations of customers through continuous improvement Identify and capitalize on best practices to ensure consistency and optimal performance in a team-based environment Active participation in ongoing development of self Continue to build additional knowledge and understanding of the client’s business Perform other duties as needed

Responsibilities

The role involves reviewing documents to process various requests such as loans and withdrawals according to established guidelines. Additionally, it requires verifying senders, processing transactions, and ensuring compliance with SEC guidelines.