Reviewing documents to determine type of request(s) and process them as per set guidelines
Review, research and process return mail. Use research systems to validate customer information and update in appropriate systems.
Process Transactions received through faxes, web submissions, mail, Contact Center requests, etc.
Verifying the sender, process transactions in admin systems and send confirmation letter to the policy owner appropriate parties . These communications could will be through email or letters using predefined templates
Redirect documents to appropriate operational area as needed
Contribute to individual quality and productivity goals by meeting processing targets focused on turnaround time expectations
Promote a positive customer service mindset to surpass the expectations of customers through continuous improvement
Identify and capitalize on best practices to ensure consistency and optimal performance in a team based environment
Active participation in ongoing development of self
Continue to build additional knowledge and understanding of the client's business
