Senior Case Analyst

Senior Case Analyst

Requirements

• High School Diploma
• Experience identifying and resolving problems where independent decision-making and self-initiative were demonstrated.
• Demonstrated experience maintaining a calm and professional demeanor when handling stressful situations.
• Demonstrated experience effectively handling customers and providing excellent service.
• Proven experience handling multiple duties and completing tasks accurately and on a timely basis.
• Working knowledge of a minimum of two systems to include but not limited to MDOCS, BACC, PAC, PRIDE, ADMI, ALIS or JEM or comparable systems with the ability to transition between environments.
• Advanced knowledge of mathematics and principles behind monetary transactions.
• Advanced knowledge of reconciling and balancing accounting transactions.
• Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions.
• Must demonstrate strong attention to detail with excellent organizational skills.
• Possesses and displays excellent verbal and written communication skills with the ability to convey/present information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, dictation and style.
• Must cite examples of working independently and consistently meeting productivity and quality goals.
• Working knowledge of word processing and spreadsheet applications.
• Working knowledge of an email system.
• Proven success in a Specialist and/or Analyst role and/or comparable position.

Responsibilities

• Analyzes and approves cases from Underwriter, reviews for completeness and accuracy.
• Codes appropriate system to issue the case within established time service and quality guidelines.
• Analyzes and makes decisions on exception processing where precedent has not yet been established to ensure compliance with privacy guidelines, legal guidelines, SEC guidelines and Tax Ramifications.
• Identifies the cause of the exception, and determines the appropriate course of action needed to correct the master record.
• Supports tax compliance by calculating withholding, updating cost basis, preparing statements, reporting and processing tax transactions, and answering client questions.
• Performs all refund transactions and manually updates policy records to reflect accurate information including paid-to dates, premium amounts and draft information.
• Must have a complete understanding of the alternative solutions for a client including check by mail, EFT transfer, WIRE transfer and the accounting involved in completing each task.
• Manually calculates policy values through specialized software programs and actuarial formulas to determine past, present and future values that are not available via the mainframe.
• Reconciles and balances daily, weekly and monthly accounting ledgers directly impacted by processing team.
• Reviews and approves complex divorce decrees, guardianship papers and power of attorneys, collateral assignments, trust agreements and court orders to determine if the documents authorize the requestor to initiate disbursements and/or contract changes on the policy.
• Collaborates with multiple areas to understand changes in the industry and the impact on our functions to include but not limited to Insurance Operations, Agency, Actuarial, Technical Support, Auditing and Law.
• Conducts training with Specialist and Processor to ensure accuracy.
• Analyzes situations where the system will not produce an automated notification and details the constraints for the Technical Consultant.
• Provides superior customer service to internal and external customers offering solutions to each on non-automated processing while adhering to Company guidelines.
• Performs other duties as assigned.
• Complies with all policies and standards.

Preferred Qualifications

• Some college work (Preferred)