Job Description
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The position is responsible for the accurate and timely processing of Policy and Plan related Adjustment and Reversal.
1. Processes the following service requests in accordance with the company’s procedures, standards and guidelines:
Advance Premium Payment CancellationFC Dep ValidationPlan Surrender QuoteAgents Deficiency AdjustmentBounced CheckChange Dividend OptionChange Endowment PayoutCheck CancellationClaims AdjustmentClearing (Error Account)Detailed StatementDisbursement of Variable Fund (VARFU)Dividend Reimbursement ReportPlan SurrenderPlan Termination Reimbursement ReportPlan UntaggingPosting of DisbursementsRTS Check Cancellation and ReversalSpecial Account Adjustment and ReversalSuspense AdjustmentWaiver2. Performs the following as may be assigned: