Senior Analyst

Job Summary The Customer Service Specialist provides Transfer of Assets services to financial advisors, Advisor staff, and home office staff. Performs routine transactions and provides technical guidance, and procedural information on a variety of Transfer of Assets service issues requiring knowledge of financial products and transactions. Roles and Responsibilities • Review and validate Transfer of Assets Packet accuracy and timeliness. • Call external carriers and financial institutions every 5 days requesting funds. • Document results of each call. • Communicate status updates to advisors and staff. • Identify and address transfer roadblocks proactively. • Request corrected forms when needed. • Partner with third-party vendors on funding requests. • Identify received funding and move applications to policy issue. Requirements Qualifications • 1-3 years Operations experience • Good communication skills with neutral accent • Strong verbal and written communication • Fast-paced environment capability • Relationship management and service delivery • MS Office knowledge • Bachelor degree (Non-Technical) • US Insurance experience preferred • Critical thinking and flexibility • Open to night shifts Preferred Skillsets • Analytical and problem-resolution skills • Customer service and relationship building • Microsoft Excel experience • Understanding of annuity products and procedures Location: Hyderabad, India Time Type: Full Time Shift Timings: Night Shifts (US Time Zone)