Transaction Quality Assurance Sr.Analyst

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