
Transaction Quality Assurance t
3 weeks ago
Duty and Tasks:
- Participate in client meetings to provide input on best practices and helping to provide solutions.
- Participate and drive project work that needs to be done.
- Work as Agency Lead for New Business Projects/transition to NTT Data
- Research complex Agency commission/licensing issues and provide solutions
- Respond to clients and other departments requests
- Work as Trainer and resource for other agency team members with any changes or new business implementations
- Work on special projects, including existing client changes as well as future acquisitions, overseeing and acting as liaison with other functions on assigned project
- Work with Manager to develop needed Business Rules and Standard Operating Procedures as required by client
Required Qualifications:
- 3 Years Finance and Accounting experience
- 3 years customer service experience working with insurance agents and/or policies.
- 2 years agent licensing/contracting or appointment experience
- 3 years Microsoft Excel Experience
Role Responsibilities:
- Deep understanding end to end Licensing and Commission process.
- Familiarity writing/implementing team procedures
- Demonstrate client interaction skill.
- Be able to understand and drive the project work
- Ability to analyze reasons behind incomplete transactions.
- Understands process interdependencies.
- Possesses deep domain knowledge in F&A domain.
- Allocates and delegates takes amongst employees
- Provides operational support to employees on all phases of financial transaction processing
- Interacts with clients and internal departments to solve issues
- Identifies and resolves issues around pending transactions
- Performs quality audit on accounts
- Individuals here have a well-rounded knowledge of the policies and procedures for their work area
- The associates work may require discretion and independent judgment for non-routine matters, however, the primary focus of work activity is predominately routine
- This individual may make policy recommendations to their managers and be an escalation point for less experienced team members
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