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Summary of Responsibilities: |
Reviews, researches and initiaties follow-up on several field office financial reports related to balancing field office cashbooks on a daily basis and office bank accounts on a monthly basis as outlined by NAIC and Model Audit Rule requirements. Maintains updated and thorough notes on follow-up and processing documentation per audit guidelines. Analyzes incoming requests and coordinates between field offices and various Home Office departments to resolve discrepanices and overlooked or mishandled requests. Supports efforts to maintain daily office operations. Researches policy case information to approve or reject field office requests to issue premium refund checks for amounts greater than established limits in accordance with company guidelines. Serves as subject matter expert of Agency-specific systems impacting client service, Field Office operations and Cashbook functionality. Participates in system testing and project meetings as needed. Acts as a Liaison with Client Relationship Center to support the Agency Service Call Expansion program and resolve AOS issues with calls and technology associated with the customer interactions. Works with minimal supervision and is responsible for making an established range of decisions, escalating to management when necessary and providing updates on a regular basis. |
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Selection Criteria: |
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Work Setting: |
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Educational Requirements: |
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Computer Skills and Knowledge of Hardware & Software Required: |
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Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.): |
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Full Time
$53k-70k (estimate)
06/30/2024
07/18/2024
The following is the career advancement route for Operations Support Analyst positions, which can be used as a reference in future career path planning. As an Operations Support Analyst, it can be promoted into senior positions as a Technical Customer Support Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Operations Support Analyst. You can explore the career advancement for an Operations Support Analyst below and select your interested title to get hiring information.