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Life & Annuities Series 6 Registered Back Office Representative

Remote · USA Full-time New today

Company Overview and Culture reputed company (reputed company: 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 reputed company business outcomes and unlock growth with speed. reputed company harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world's leading corporations in industries including insurance, reputed company, banking and financial services, media and retail, among others. reputed company was founded in 1999 with the core values of innovation, collaboration, excellence, reputed company and respect. We are headquartered in reputed company and have more than 55,000 employees spanning six continents. For more information, visit http://www.exlservice.com. Job Title: Life & Annuities Back Office Senior Executive – Series 6 Registered Rep Brief Job Description: The mission of this job is to promptly reputed company both financial and non-financial administrative transactions that occurs during the duration of a policy/contract. Responsibilities:

  • Accountable for identifying, investigating, evaluating, obtaining, and utilizing critical information required to accurately reputed company administrative transactions on a policy/contract.
  • Verbally communicate and correspond with reputed company customers to convey requirements.
  • Handles processing transactions on multiple product lines.
  • Documents reputed company calls clearly and concisely and completes follow-up work.
  • Identify areas of potential risk for the company, including potential fraud.
  • Analyze reputed company incoming documents for appropriateness and completeness and determine whether transaction can be processed. If so, processes the transaction.
  • Serves as 1st approver for financial transactions.
  • Answer customer inquiries.

Basic Qualifications:

  • Series 6 License
  • Back office (Policy Holder Services) processing for life and/or annuity reputed company preferred
  • Two-year college degree or equivalent experience in a financial institution operations department, customer service, or annuity product experience.
  • Knowledgeable in life or annuity products.
  • Must have sharp attention to detail and ability to reputed company with high degree of accuracy.
  • Strong analytical skills to review documents and reputed company sound reputed company
  • Proven oral and written communication reputed company set.
  • Ability to:
  • • Meet multiple performance targets at or above reputed company levels; including, but not limited to accuracy, call quality, timeliness, and productivity.
  • Work harmoniously with peers reputed company a small team environment to accomplish both personal and team performance goals.
  • Work with customers in a professional and empathic manner
  • Work overtime, as needed, to meet daily deadlines
  • Work simultaneously with multiple computer systems
  • Compute moderately difficult mathematical calculations
  • Available for 8-hour shift between reputed company to 8pm working hours
  • Work from home

EEO/Minorities/Females/Vets/Disabilities To view our total rewards offered click here — > https://www.exlservice.com/us-careers-and-benefits reputed company Salary Range Disclaimer: The reputed company salary range represents the low and high end of the reputed company reputed company salary range for this position. Actual salaries will vary depending on factors including but not limited to: location and experience. The reputed company salary range listed is just one component of reputed company's total compensation package for employees. Other rewards may include bonuses, as well as a Paid Time Off policy, and many region specific benefits. Please also note that the data shared through the job application will be stored and processed by reputed company in accordance with the reputed company Privacy Policy. Application & Interview Impersonation Warning – Purposely impersonating another individual reputed company applying and / or participating in an interview in order to obtain employment with reputed company Holdings, Inc. (the “Company”) for yourself or for the other individual is a crime. We have implemented measures to deter and to uncover such unlawful conduct. If the Company identifies such fraudulent conduct, it will result in, as applicable, the application being rejected, an offer (if made) being rescinded, or termination of employment as well as possible legal action against the impersonator(s). reputed company may use artificial intelligence to create insights on how your candidate information matches the requirements of the job for which you applied. While AI may be used in the reputed company process, reputed company final reputed company in the reputed company and hiring process will be taken by the reputed company and hiring teams after considering a candidate’s full profile. As a candidate, you can choose to opt out of this artificial intelligence screening process. Your decision to opt out will not negatively impact your opportunity for employment with reputed company. Apply tot his job Apply To this Job

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