
Transaction Quality Assurance Senior Analyst
3 days ago
Transaction Quality Assurance Sr.Analyst
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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