Ability to work independently and collaboratively with cross-functional teams Familiarity with CRM software and marketing automation tools Demonstrated ability
Communication skills - should be able to read, interpret business documents. Good oral/written communication. Analytical and interpersonal skills. Escalate
Analyze, validate and process transactions as per Desktop procedures (L3 & L4). Analyze and research all discrepancies. Investigate and resolve outstanding
Process various transactions for Annuities and investments. Processing the Death of the Annuitant in the system as per the request coming from Bene or
AM for the purpose of reporting performance, clarifying concerns, and seeking feedback and support. Manager for the purpose of settling issues left unresolved