Process transactions for Annuities and investments while verifying documents. Communicate with internal teams and assist customers.
Description and Requirements
Basic Function
Essential Functions
1. Process various transactions for Annuities and investments
2. Transaction processing using multiple applications
3. Verify all necessary documents and details before processing any transaction.
4. Understand and interpret the handwritten documents from US customers
Primary Internal Interactions
• TL/ AM for the purpose of reporting performance, escalation handling, clarifying concerns, and seeking feedback and support as well as associate development.
• Manager for the purpose of settling issues left unresolved by the TL/AM and monthly evaluation of performance.
• Process Reviewer for the purpose of feedback and audit.
• Trainers for the purpose of pre-processing and process training.
Primary External Interactions
Organizational Relationships
Reports To: Team Leader
Supervises: None
Skills
Technical Skills
• Computer navigation skills
• Keyboarding and data entry
• Knowledge of MS Excel,
• Basic knowledge of MS Word, PowerPoint, Internet
Process Specific Skills
• Call Center Experience would help
• Data entry skills
Soft Skills (Mandatory)
• Good written and oral communication skills
• Strong understanding and comprehension of the English language
• Good Analytical, and problem-solving skills
• Very High Detail Orientation
• Ability to establish priorities and handle multiple assignments concurrently with minimal direction in an evolving, fast-paced work environment
• Team player
• Positive attitude
Soft skills (Desired)
• Demonstrate ability to work independently and in a team environment
• Self-disciplined and results-oriented
Education Requirements
Bachelor's degree (Any Stream) or diploma with a minimum of 15 years of education.
Work Experience Requirements
Freshers for Associate Role and At least 1 year of relevant work experience for Sr. Associate Role
About MetLife
Recognized on Fortune magazine's list of the 2025 "World's Most Admired Companies" and Fortune World's 25 Best Workplaces™ for 2024, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services.
At MetLife, it's #AllTogetherPossible . Join us!
#BI-Hybrid
Basic Function
- Responsible for processing transactions received from the Onshore team on a daily basis.
Essential Functions
1. Process various transactions for Annuities and investments
2. Transaction processing using multiple applications
3. Verify all necessary documents and details before processing any transaction.
4. Understand and interpret the handwritten documents from US customers
Primary Internal Interactions
• TL/ AM for the purpose of reporting performance, escalation handling, clarifying concerns, and seeking feedback and support as well as associate development.
• Manager for the purpose of settling issues left unresolved by the TL/AM and monthly evaluation of performance.
• Process Reviewer for the purpose of feedback and audit.
• Trainers for the purpose of pre-processing and process training.
Primary External Interactions
- Process Subject Matter Expert for the purpose of seeking clarifications/ missing information.
Organizational Relationships
Reports To: Team Leader
Supervises: None
Skills
Technical Skills
• Computer navigation skills
• Keyboarding and data entry
• Knowledge of MS Excel,
• Basic knowledge of MS Word, PowerPoint, Internet
Process Specific Skills
• Call Center Experience would help
• Data entry skills
Soft Skills (Mandatory)
• Good written and oral communication skills
• Strong understanding and comprehension of the English language
• Good Analytical, and problem-solving skills
• Very High Detail Orientation
• Ability to establish priorities and handle multiple assignments concurrently with minimal direction in an evolving, fast-paced work environment
• Team player
• Positive attitude
Soft skills (Desired)
• Demonstrate ability to work independently and in a team environment
• Self-disciplined and results-oriented
Education Requirements
Bachelor's degree (Any Stream) or diploma with a minimum of 15 years of education.
Work Experience Requirements
Freshers for Associate Role and At least 1 year of relevant work experience for Sr. Associate Role
About MetLife
Recognized on Fortune magazine's list of the 2025 "World's Most Admired Companies" and Fortune World's 25 Best Workplaces™ for 2024, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services.
At MetLife, it's #AllTogetherPossible . Join us!
#BI-Hybrid
Top Skills
Internet
Excel
Ms Word
PowerPoint
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