Executive
EXL Talent Acquisition Team
About this role
Reviewing documents to determine type of request(s) and process them as per set guidelines Requests involve Surrenders (Partial and Full), Systematic withdrawal, 1035 Exchange, Transfer/Rollovers, Free Look, Roth conversion, etc., and are received through faxes, web submissions, mail, Contact Center requests, etc. Verify the sender, process transactions in admin systems, and send a confirmation letter to the policy owner. All transactions will be processed per the Securities and Exchange Commission (SEC) guidelines and redirected documents to the appropriate operational areas 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 the ongoing development of self-Continue to build additional knowledge and understanding of the client’s business. Perform other duties as needed.
Reviewing documents to determine type of request(s) and process them as per set guidelines Requests involve Surrenders (Partial and Full), Systematic withdrawal, 1035 Exchange, Transfer/Rollovers, Free Look, Roth conversion, etc., and are received through faxes, web submissions, mail, Contact Center requests, etc. Verify the sender, process transactions in admin systems, and send a confirmation letter to the policy owner. All transactions will be processed per the Securities and Exchange Commission (SEC) guidelines and redirected documents to the appropriate operational areas 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 the ongoing development of self-Continue to build additional knowledge and understanding of the client’s business. Perform other duties as needed.
Graduate 1 - 3 Years
Frequently Asked Questions
Is the salary disclosed for the Executive position at EXL Talent Acquisition Team?
The salary for this Executive role at EXL Talent Acquisition Team is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Executive position at EXL Talent Acquisition Team located?
This Executive role at EXL Talent Acquisition Team is based in Noida, Uttar Pradesh, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
How do I apply for the Executive position at EXL Talent Acquisition Team?
Click the "Apply Now" button on this page. You will be redirected to EXL Talent Acquisition Team's official application portal hosted on oraclecloud where you can submit your application directly.
When was the Executive job at EXL Talent Acquisition Team posted?
This Executive position at EXL Talent Acquisition Team was posted on Jul 27, 2026. Apply as soon as possible — early applications are often reviewed first.
Executive
EXL Talent Acquisition Team
You'll be redirected to EXL Talent Acquisition Team's official application page on oraclecloud.