4609 - Post Approval Processor

TEKsystems
$18.00 / hr
United States, Wisconsin, Franklin
Nov 09, 2024
Job Title: 4609 - Post Approval Processor Job Description The Post Approval Processor is responsible for demonstrating partnership with the Field and commitment to quality service by being responsive to customer needs and communicating effectively. The PA Processor must be fully trained and highly proficient in all aspects of the policy issue, change, and reporting processes and guidelines specifically related to DocuSign requests. Responsibilities * Demonstrate excellent knowledge of all policy reporting procedures, including premium sweep and HO premium accounts. * Expedite and settle unsecured notes, secured notes, backdating interest charges, and other unsettled items through various HO premium systems. * Coordinate settlement efforts required for payment of outstanding items to comply with Company auditor guidelines. * Monitor Network Office records and reports, investigating and resolving irregularities. * Maintain a pending file for unsettled items. * Research and resolve accounting variances. * Process policy rescissions. * Verify reconsideration printouts and policy computer records for accuracy. * Coordinate reconsideration refunds on non-ISA cases. * Provide information needed for proper backdating interest calculations resulting in a manual charge by correction advice. * Research and coordinate the resolution of various rejects and systems problems with Policyowner Services and New Business staff. * Settle outstanding notes when additional purchase options are exercised. * Assist in training and provide ongoing technical support to newer Post Approval Processors. * Represent the Home Office during video or teleconferences. * Participate in field expediter visits and other Field and Home Office activities. Essential Skills * Customer service * Detail oriented * Email communication * Insurance ISA * New business Additional Skills & Qualifications * High School education and/or previous accounting/bookkeeping experience preferred. * Strong analytical and decision-making skills. * Proven ability to build rapport, gain acceptance, and interact tactfully and professionally with internal and external customers. * Strong written and oral communication skills. * Demonstrated ability to handle complex financial transactions and calculations. * Demonstrated ability to independently set priorities, meet deadlines, and carry out multiple assignments on a timely basis. * Knowledge of New Business functions. * Familiarity with New Business/Insurance ISA databases preferred. Why Work Here? Enjoy the benefits of working at the Franklin campus with free parking and lunches every day. Experience a flexible work schedule with 3 days on-site and 2 days remote (mandatory Mondays, flexible the other two days). Work Environment This position is based in Franklin, WI, with a hybrid work schedule of 3 days on-site and 2 days remote. The mandatory on-site day is Monday, with flexibility for the other two days. Training will be provided for 1 week. General working hours are from 8am to 4:30pm CT, but department hours range from 7am to 6pm CT, and you may be asked to work within this time frame. Job Type & Location This is a Contract position based out of Franklin, Wisconsin. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.