Sr. Insurance Associate

Analytical Skills, Communication, Computer Literacy, Customer Service, Organization Skills, Problem solving
May 3, 2024
Full Time

Job Description

About the job

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.
  • Apply payments.
  • Send request for additional/missing information.
  • Process identified suspense items distributed by Tampa RPAs.
  • 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 years 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