Associate - Customer Care

Responsibilities

Process new business cases to ensure accuracy and service standards are met. Specialized functions include processing replacement on life insurance cases, coordinate external 1035 transfers, rewrites, and accounting-related transactions.

Key Functions

• Manage the processing of 1035 transfer requests from underwriting approval to receipt of funds. This includes reviewing the file for completeness, determining and requesting outstanding requirements, contacting external companies for proceeds, and crediting money to the new contract. Prepare and update taxable gain calculations resulting from 1035 transfers. Provide timely follow-up with external companies for cost basis information. Process new business-related accounting.
• Process new business specialized functions to ensure accuracy and service standards are met. This includes processing replacement activities, reviewing replacement forms for completeness and accuracy. Review...