Sr. Accounts Associate

Description and Requirements

• · Perform tasks to seek reimbursement of overpayments made to annuitants and post reimbursements as received
• · Perform tasks to update banking information as needed and reissue payments that are due to annuitants
• · Inputs various forms of payment into systems and ensures payment is processed and properly recorded based upon assigned line of business, account, product area, and/or payment authorization amount
• · Reviews payment history and makes determination, within authorized limits and procedures, to provide payment to beneficiary (if any)
• · Send letter(s) to end customer/Beneficiary notifying them about case status or info required to proceed further
• · Reconciles daily transactions and reports discrepancies and delinquencies. Analyze and research all discrepancies
• · Investigate and resolve outstanding items. Perform mid-month, month-end and quarter-end activities as per documented desktop procedures
• · Ensure adherence to established attendance schedules
• · Analyze, validate, and perform tasks as per Standard Operating Procedures/ Work instructions
• · Ensure that the assigned targets are met in accordance with SLA and Internal standards to achieve business results
• · Ensure that the quality of transaction follows predefined parameters as defined by Process Excellence, thus contributing to overall customer satisfaction
• · Interpret correspondence to identify customer needs and expectations
• · Manage multiple tasks and deadlines; plans and organizes time and priorities to achieve business results
• · Assist others with work to assure attainment of department objectives
• · Work as a team member to meet company’s objectives while demonstrating core values and meeting key measures
• Skills (Mandatory):
• · Good written and oral communication skills · Strong understanding and comprehension of the English language · Good Analytical, problem-solving skills · Continuous improvement mindset is required and preferred knowledge of AI tools