The Policy Admin Sr. Assistant provides administrative support to internal and external customers (policyholders, partners and distributors) who request for financial disbursement and inquiries. Ensures that customer transactions are done within turnaround time (TAT).
The role includes handling of disbursement and income payout-related transactions, providing resolution to any issues/discrepancies that may arise related to disbursement and adhering to established procedures and policies set by the Company.
Position Responsibilities:
Handling of company initiated and client-initiated disbursement requests such as traditional/variable life withdrawals and income payout
Deals with customers and agents (client interface—oral and listening skills necessary, and through correspondence) in response to various policy inquiries and other related transactions.
Knows the processes and systems to be able to handle verification of deta...