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