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