Annuity Service Operations jobs

Senior Customer Service Representative

EXL · Posted Nov 11, 2026

Uttar Pradesh, India
Full-time · Senior

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Provide customer service to producers and contract owners by effectively responding to incoming phone calls related to life and/or annuities insurance products.

Responsibilities

Respond to incoming phone calls related to life and/or annuities insurance products
Perform outbound phone calls to complete fulfillment of requests and follow up on inquiries
Update information in administrative and workflow systems to process producer and/or policyholder requests and claim requests
Remain current on changes and updates for products, processes, and operational procedures to ensure compliance
Support team on escalated cases, Quality reviews, and Document mgmt

Requirements

Bachelor's Degree preferred
High School Diploma or GED or equivalent experience in financial institution operations, customer service, and/or annuity service operations
Nice to have: Contact center work experience in a similar environment in an Insurance process

Skills

Customer Service Annuity Service Operations Financial Institution Operations

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