Operations Support Specialist
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...
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