Posted:2 months ago|
Platform:
On-site
Full Time
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
NTT Data
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