Insurance Associate

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

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 year 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