3883830-Executives

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 ; About the TeamEXL is the indispensable partner for leading businesses in data-led industries such as insurance, banking and financial services, healthcare, retail and logistics. We bring a unique combination of data, advanced analytics, digital technology and industry expertise to help our clients turn data into insights, streamline operations, improve customer experience, and transform their business. Our partnerships with clients are built on a foundation of collaboration – and we’ve been chosen as a partner by nine of the top ten leading US insurance companies, nine of the top 20 global banks, and six of the top ten US health care payers. We function as one team to make your goals our goals, whether that’s unlocking the value of generative AI or embedding analytics into workflows that reduce risk or power your growth. Clients choose EXL as their transformation partner for many reasons. Our geographic diversity make talent all over the world instantly accessible. Digital accelerators enable unmatched speed-to-value, letting you realize results fast. It’s our people that truly set us apart, though, including the 1,500 data scientists we have dedicated to our generative AI practice. And our more than twenty years of experience in delivering business services, garnering stellar client references, and maintaining a solid balance sheet are reassuring to our C-suite clients. Find out for yourself why clients, employees, and analysts think we’re some of the best in the business. Contact us to see how we can help you achieve your goals.