Assessment 2

The team responsible for delivering quality information through written communication.

• CCC

• Correspondence

• Internal Clients

• External Clients

Our Client Care Center is open 24/7 to assist clients.

• True

• False

What are the common requested information received by Correspondence team?                                                                                                               

• Asking for forms

• Request a copy of Account Statement

• Confirmation of Loan

• List of funds

• All of the above

AWD stands for:

• Account Work Distributor

• Automated Work Distribution

• Automated Work Distributor

• Account Work Distribution

A tool used to draft Correspondence letter.

• AGILEnet

• VSystem

• AWD

• Encorr

Web-based system used to verify client, group, and account information.

• AGILEnet

• VSystem

• AWD

• Encorr

This work type has a standard subject e-mail and always encrypted once sent to the requestor.

• Simple

• DOD

• Internet

• POA

This work type requests for an outgoing New York Regulation 60 calculation quote due to a possible Rollover/Transfer Out from VALIC

• T&C

• Reg60

• Statement

• Min_Disb

This work type requests for specific calculation for an individual’s Date of Death.

• Simple

• DOD

• Internet

• POA

This work type requests for a copy of their quarterly or annual account statement.

• T&C

• Reg60

• Statement

• Min_Disb