Sr. Insurance Associate

Job description

Description and Requirements Initiating Broker/GA/TPA, Add/Change/Remove request submitted by the group customer, sales service team and resolving the related queries/escalations for assigned brokers/GA/TPA of varying complexity. Meets quality and customer service expectation levels set by the organization guidelines. The key deliverables of the role will include but will not be restricted to the details below:

Essential Functions

Review of the request and form for acceptability Partnering with different stakeholders and resolve broker compensation related queries/escalations received from various departments/stakeholders through emails & calls. Updating systems with broker/GA/TPA details, commission rate and send external confirmation communication email. Implement corrective actions, as needed, to ensure correct comp release for brokers/GA/TPA Assisting vintage team members, supervisor and/ or management in developing or providing process related information, required solutions and responses AI Fluency - Working knowledge of Microsoft Copilot.