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
