Quality Associate (Disbursements)

Quality Associate (Disbursements)

This position is within our Customer Innovation Group and is focused on providing a great product and experience to our buying and selling customers. The role is part of a team responsible for performing quality reviews on transactions to make sure they meet customer expectations and are compliant with expected standards.

Associates who specialize in this area help to ensure that we are delivering as expected through monitoring the quality of our transactions. Associates must fully understand the requirements and have a sense of responsibility towards our customers.

Quality Associates also work with a variety of teams within the Customer Innovation Group and help to proactively identify opportunity for process improvement in order to drive positive change to the customer and agent experience.  

Key Responsibilities 

• Review transactions to ensure that the transaction was complete, accurate and in line with internal and external requirements
• Assist with various tasks and functions that support our larger operational teams
• Assist with follow up to policyholder or agent inquiries in regards to transactions
• Be proactive about opportunities for process improvement and help develop more efficient procedures
• Understand customer and agent needs and requirements to execute effective quality control processes
• Implement quality assurance standards and assure ongoing compliance with quality and industry standards
• Depending on the area supported, this role may mail policy documents as necessary and in accordance with necessary requirements

Requirements 

• Thorough and observant, with an eye for detail
• Strong communication skills
• Customer focused
• Organized and driven
• Proficient with the Microsoft Office suite (Outlook, Word, Excel)
• Ability to meet established deadlines; must be able to work independently and as a team player
• Ability to work in a fast-paced environment; strong interpersonal skills a must
• Establish and maintain effective working relationships
• Strong problem solving skills
• Conscientious and responsible
• Must be able to pass a background check

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.  National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.   

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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