Special Groups Analyst
Globe Life Inc.

Oklahoma City, Oklahoma

Posted in Insurance


This job has expired.

Job Info


This position will assist the Special Group Supervisor with all aspects of Special Groups including daily balancing, inventory reporting, workflow & resource management, training and assisting other clerks, process improvements and documentation, account reconciliation, escalations, monitoring the group mailbox, and performing reviews of refunds issued.

This position will help maintain the current level of service in the four divisions of Special Groups: Liberty Worksite (LWS), Employee Services Division (ESD), Military Allotments (GA) and Banking.

Primary Duties and Responsibilities;

Daily:

  • Assist with overseeing and managing inventory; ensure resources are utilized to complete work efficiently and within standard turnaround times. Must be able to quickly shift resources as the business needs dictate.
  • Complete morning balancing of checks applied the previous day. Identify any discrepancies and work with the applicable clerk(s) to correct.
  • Complete daily inventory reporting for Senior Management.
  • Handle all escalated payments by communicating directly with the agencies to resolve any outstanding issues; ensure timeline is adhered to.
  • Monitor group email box and respond to incoming requests.
  • Review and reconcile any outstanding items for General Accounting.
  • Review and prepare daily refund check register for management.
  • Apply payments and answer any questions from the processing clerks as needed.
  • Perform the necessary research and facilitate processing of any bank corrections.


Routinely:
  • Review weekly raw data refund sheets for accuracy prior to sending to Accounts Payable.
  • Complete journal entries in Lawson as needed.
  • Train new hires and assist existing employees with routine questions.
  • Document all Special Groups processes and procedures in order to assist with training new employees.
  • Cross-train on all Special Groups functions
  • Perform all monthly duties related to the reporting for Special Groups.
  • Act as the primary business user and tester for implementation of the new policy admin system as it relates to Special Groups; attend and participate in PAS meetings and provide expertise whenever needed.
  • Identify and help to implement process improvements or efficiencies in the Special Groups area.
  • Identify recurring problem franchises and work with the agencies to implement solutions that will enable more efficient and timely posting of payments.
  • Facilitate communication on high priority and escalated items.
  • Perform any complex audits required by internal or external entities.
  • Handle any additional duties assigned by management


This job has expired.

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