Transaction Quality Assurance Sr.Analyst

3 years

0 Lacs

Posted:1 week ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Contractual

Job Description

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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