• Process and manage requests such as financial changes, address updates, EFT changes, beneficiary updates, and court-ordered payment redirections • Review and verify data accuracy, ensure proper transaction setup, and approve payment releases within authority limits • Handle payment issues including returns, cancellations, and stop payments while meeting or exceeding team and individual goals • Deliver exceptional customer service via phone and written correspondence to brokers, offices, annuitants, agencies, and attorneys • Support system improvements and training by recommending upgrades, participating in development, testing, and ongoing learning