Operations Analyst- Payment Resolution & Research

About the role

The Operations Analyst, Payment Resolution & Research is responsible for processing premium collection and providing accurate information to service our clients and policyholders. The position will be a communicator, problem solver, and agent for change to provide continuous improvements.   

What you'll do

• Process premium received based on type of products, accurate data entry ability.   

• Process policy loans and run cost basis requests 

• Daily processing of bank activity including lockbox rejects  

• Make corrections to policies due to coding errors, account/bank information errors.   

• Ability conduct research and meet deadlines. 

• Assist with unclaimed property research and Claims requests 

• Accounting balancing skills and General ledger knowledge. 

• Assist with the 1099 process for policyholders 

• Handle inbound/outbound calls from all applicable customers including but not limited to third party contacts, clients contacts, third party vendors and internal team resources.  

• Develop broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery. 

Qualifications

Experience  

• Two-year degree in Accounting/Business or equivalent experience preferred. 

• LOMA 1 & 2 courses completed/passed within two years of hire. 

• One to three years of customer service or insurance background desired.   

• Intermediate Excel knowledge. 

Skills/Competencies 

• Strong organizational skills with elevated level of attention to detail 

• Demonstrated persistency and ability to deliver results under pressure 

• Excellent interpersonal, verbal communication and proofreading skills 

• Proficient with Microsoft Office, etc.  

• Must be a flexible self-starter who can prioritize tasks, follow through and meet deadlines 

• Ability to work independently with minimal supervision 

Physical Demands 

• Normal office working environment, full time with some flexibility  

• Occasional evening and weekend hours to meet deadlines 

• Occasional travel is required 

• Ability to type / perform data entry 

• Ability to read from a computer screen and paper reports 

• Express ideas and otherwise communicate with the spoken word