About the role
Basic FunctionThis role is primarily responsible for processing transactions into the system as per the communication received from customers.This role is also responsible for Payment processing and Manual calculations for Retirement insuranceAssociates in this role must be able to operate across various systems and product workflows with limited oversight or supervision of core accountabilities. The services consist of support services for Retirement policyholders and are summarized below. ;Essential Functions ;Reviewing documents to determine type of request(s) and process them as per set guidelinesProcess Payment Processing and Manual Calc transactions for Retirement insuranceManage end-to-end payment processing operations including validation, authorization, and transaction tracking.Ensure accurate application of plan provisions and actuarial guidelines.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 templatesRedirect documents to appropriate operational area as neededContribute to individual quality and productivity goals by meeting processing targets focused on turnaround time expectationsPromote a positive customer service mindset to surpass the expectations of customers through continuous improvementIdentify and capitalize on best practices to ensure consistency and optimal performance in a team based environmentActive participation in ongoing development of selfContinue to build additional knowledge and understanding of the client’s businessPerform other duties as needed ;Performance parametersProductivityQualityTurn Around Time of work assignedAttendance & Schedule Adherence ;