Business Process Senior Associate
Core
Review and process client financial transactions including surrenders, transfers, tax forms, and guaranteed amounts to prevent financial loss and ensure timely payments.
Role type
Senior Associate, Insurance Operations
Builds
Financial transaction processing and client service delivery
Domain
Insurance / Financial Services
Required skills
MS Office proficiency, fast typing, analytical skills, attention to detail, contract review
Preferred skills
1+ year experience in financial services or BPO
Responsibilities
Review contracts containing PII, process partial/full surrender requests, prepare quotations, update tax forms, calculate minimum distributions, process trades, handle excess contribution penalties, process inter-carrier transfers, manage bulk fee requests, maintain work inventories and time trackers.
Seniority
Senior, hands-on IC