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Insurance Associate
5 days ago
Process Details & Primary Responsibility
Process payments on behalf of Institutional MLM Group A customers and Voluntary benefits - GUL, LRK, AARP, LAPSE
- Process bills / invoices and allocate cash.
- Research website to review backup documentation.
- Send request for additional/missing information.
- Process identified suspense items distributed by Tampa RPA’s.
- Reconcile bank deposits to ensure items received daily are correct
- Daily reporting of volumes
- Notify Business of issues
Performance Parameters
TAT
Accuracy
Knowledge skills & competency required
Demonstrated ability to learn quickly and willingness to obtain functional knowledge and understanding of business procedure and policies.
0 months to 2.5 year of customer service/ Data Entry experience
College graduate
Good verbal & written communication skills.
Demonstrated ability to work in a team environment to improve the delivery of service to internal and external customers.
Strong organizational skills.
Demonstrated ability to manage stress
Basic computer skill
Ability to work various shifts within hours of operation. Flexibility is a must, as your shift can/will change to meet business needs.
Should have Problem Solving/Analytical Ability along with Judgment and Decision Making skills
Department: Insurance
Reports to: Team Leader / Assistant Manager
Responsibility Level: Nil
Role - Associate
Span of Control: Nil
Positions reporting into this role: Nil
Process Name: Remittance SAP
Internal Ver 1.0 Page 1of 1
Primary Internal Interactions
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 AM and monthly evaluation of performance.
Quality Compliance Analyst (QCA) for the purpose of feedback and audit.
Trainers for the purpose of pre-process and process training.
Primary External Interactions
MetLife Subject Matter Experts for the purpose of seeking missing information.
MetLife Subject Matter Expert for the purpose of work related issues and escalated transactions.
Minimum Qualification
Education Requirements
Bachelor’s degree (Any Stream) or diploma with a minimum of 15 years of education.
Minimum Experience
Minimum 18 months experience in BPO industry.
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