Job Description

A Senior Administrator plays a key role in managing and supporting the administrative functions of an organization.Reviewing documents to determine type of request(s) and process them as per set guidelines Requests involve Surrenders (Partial and Full), Systematic withdrawal, 1035 Exchange, Transfer/Rollovers, Free Look, Roth conversion, etc., and are received through faxes, web submissions, mail, Contact Center requests, etc. Verify the sender, process transactions in admin systems, and send a confirmation letter to the policy owner. All transactions will be processed per the Securities and Exchange Commission (SEC) guidelines and redirected documents to the appropriate operational areas 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 the ongoing development of self-Continue to build additional knowledge and understanding of the client’s business. Perform other duties as needed.

Reviewing documents to determine type of request(s) and process them as per set guidelines Requests involve Surrenders (Partial and Full), Systematic withdrawal, 1035 Exchange, Transfer/Rollovers, Free Look, Roth conversion, etc., and are received through faxes, web submissions, mail, Contact Center requests, etc. Verify the sender, process transactions in admin systems, and send a confirmation letter to the policy owner. All transactions will be processed per the Securities and Exchange Commission (SEC) guidelines and redirected documents to the appropriate operational areas 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 the ongoing development of self-Continue to build additional knowledge and understanding of the client’s business. Perform other duties as needed.

Graduation

EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 54,000 employees spanning six continents. For more information, visit www.exlservice.com EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates. EXL will only extend a job offer after a candidate has gone through a formal interview process with members of EXL’s Human Resources team, as well as our hiring managers.