What are the responsibilities and job description for the FINRA Series 6 L&A Back Office Representative - License Required position at EXL Service?
Job Title:Series 6 L&A Back Office Registered Representative
Brief Job Description:
The mission of this job is to promptly perform both financial and non-financial administrative transactions that occurs during the duration of a policy/contract.
Responsibilities:
Accountable for identifying, investigating, evaluating, obtaining, and utilizing critical information required to accurately perform administrative transactions on a policy/contract.
Verbally communicate and correspond with outside customers to convey requirements.
Handles processing transactions on multiple product lines.
Documents all calls clearly and concisely and completes follow-up work.
Identify areas of potential risk for the company, including potential fraud.
Analyze all incoming documents for appropriateness and completeness and determine whether transaction can be processed. If so, processes the transaction.
Serves as 1st approver for financial transactions.
Answer customer inquiries.
Basic Qualifications:
Series 6 License required
Back office (Policy Holder Services) processing for life and/or annuity contracts preferred
Two-year college degree or equivalent experience in a financial institution operations department, customer service, or annuity product experience.
Knowledgeable in life or annuity products.
Must have sharp attention to detail and ability to perform with high degree of accuracy.
Strong analytical skills to review documents and reach sound decisions
Proven oral and written communication skill set.
Ability to:
Meet multiple performance targets at or above benchmark levels; including, but not limited to: accuracy, call quality, timeliness, and productivity.
Work harmoniously with peers within a small team environment to accomplish both personal and team performance goals.
Work with customers in a professional and empathic manner
Work overtime, as needed, to meet daily deadlines
Work simultaneously with multiple computer systems
Compute moderately difficult mathematical calculations
Available for 8-hour shift between 8am to 8pm working hours; Work from home
Salary : $26 - $28
