Successful handling of Death Beneficiary Claims involves managing requests from beneficiaries to claim assets or benefits from a deceased individual's account or policyPerformed Quality Checks on processed distributions for a variety of accounts. Responsibilities included interpreting plan terms, liaising with beneficiaries or heirs, and ensuring adherence to tax regulationsMy attention to detail and strong organizational skills ensured smooth and accurate execution of these critical tasksPerformed Vesting Sweeps to Plan to ensure accurate allocation of benefits and adherence to regulatory standardsOversaw a Retirement email inbox to handle customer escalations effectivelyEstablished expertise as a reliable source on systems and processes.Delivered training and mentorship to new associates, furnishing extensive guidance and support across all facets of the Retirement departmentReceived numerous commendation emails and awards for consistently surpassing quality and productivity targets, maintaining strict adherence to government regulations and company policies within just six months of commencing employment.

Engaged in Order Management, focusing on various sub-processes such as Service Contract and Order Management specifically for the EMEA, AMS, and APJ regionsManaged service contract renewals post-product expiration, conducting thorough validation of party details, POP validation, and ensuring accuracy in pricing, quantity, and other relevant information before order finalizationIn instances of information mismatches or additional requirements, proactively communicated with partners through the Salesforce application to address and resolve any issues promptlyExecuted order processing and bookings efficiently by leveraging Oracle R12, Salesforce.com, and Oracle Service Cloud applications.