Customer Service Associate

Overview

Customer Service Associate handling individual retirement of variable annuity policy transactions, policy admin services, death claims requests, and NIGO calls with agents and customers.

What you'll do

• Process policy transactions received from policy owners based on their requests, including policy surrender, loan, withdrawal, and policy transfers.
• Handle policy admin services and death claims requests.
• Handle phone calls on NIGO requests with agents and customers.
• Be responsible for 100% transaction processing with same-day processing TAT.
• Handle approximately 20-30% NIGO calls with clients.

What you'll need

• College graduate with any graduation.
• Minimum of 12 months experience in a related field.
• Experience in Life-Annuity Claims and policy admin services financial and non-financial transactions.

Nice to have

• Proficiency in Life, Annuity, Retirement Insurance, and claims experience.
• Experience managing financial transactions.

Details

• Location: Gurugram.
• Flexibility to work 100% night shift starting from 8:30 PM.
• Return to office (RTO) during training.