Regulatory & Data Reporting - Lead Worker
AF Group

SUMMARY:

In addition to fulfilling the primary responsibilities of Regulatory Reporting Technician, this role will also focus on serving as a lead worker in the Regulatory Reporting unit by reviewing, prioritizing, and assigning the incoming work in the unit. This position will assist staff with technical questions, provide training and mentoring to current and new staff and will also serve as the subject matter expert on all processes and projects for the unit.

PRIMARY RESPONSIBILITIES:

• Provides mentoring and support for Technicians.

• Assists employees in the unit with technical questions.

• Reviews, prioritizes, and assigns work coming into the unit.

• Monitors completion of daily/weekly/monthly assignments to ensure timeliness.

• Reviews work of employees within the unit to assist with coaching/mentoring and escalates concerns to Supervisor.

• Identifies, coordinates, and communicates potential workflow and procedure changes with Regulatory Reporting Team.

• Orients new employees to the departmental and unit procedures.

• Assists in establishment and monitoring of goals and objectives, for the unit as well as assists management in creating and monitoring priorities for technicians.

• Audits and reviews work of employees within the unit.

• Facilitates, researches, and resolves complex internal and external customer inquiries through verbal or written communication as well as directs and supports appropriate responses to State Bureaus, NCCI, and internal and external audit or validation inquiries.

• Collaborates with other roles/departments for items that require special handling and/or additional research.

• Represents the Regulatory Reporting Team in meetings regarding projects, processes, and/or issues.

• Assists with testing new processes, reviewing and approving the testing outcomes with the Business Analyst for the area, updating current processes.

• Collaborates with Quality and Workflow Team in maintaining department procedures, work instructions, and job aides; may participate in initiating new workflows or workflow changes.

• Serves as back-up to the Technician I/II as needed.

This description identifies the responsibilities typically associated with the performance of the job. The percentage of time in any responsibility may vary between positions. Other relevant essential functions may be required.

EMPLOYMENT QUALIFICATIONS:

A. EDUCATION REQUIRED:

Associates Degree in insurance and/or a related field with progress towards or completion of Insurance Institute of America (IIA) or other insurance-related designation(s). Combinations of education and experience may be considered in lieu of formal education.

B. EXPERIENCE REQUIRED:

Three (3) years' experience as a Regulatory Reporting Technician I/II, with a minimum of 1 year as a technician II; that provides the necessary skills, knowledge, and abilities.

C. SKILLS/KNOWLEDGE/ABILITIES (SKA) REQUIRED:

• Ability to objectively review the work of others to ensure quality output.

• Ability to independently make decisions.

• Knowledge of WCSTAT and WCPOLS

• Knowledge of Workers Compensation or insurance.

• Ability to train and coach others to perform the core responsibilities.

• Ability to maintain confidentiality.

• Demonstrated knowledge of internal workflows

• Experience with Policy Processing systems.

• Experience with Claims Handling systems.

• Ability to work effectively in a multi-functional, multi state business unit.

• Ability to take on specialized tasks with little training or preparation time.

• Excellent oral and written communication skills.

• Effective organizational skills and ability to prioritize work.

• Ability to manage multiple priorities and meet established deadlines.

• Basic knowledge of computers, spreadsheet software with data entry ability and basic knowledge of word processing software.

• Ability to proofread documents for accuracy of spelling, grammar, punctuation, and format.

• Ability to organize, prepare, analyze, and interpret data to find and solve problems.

• Basic knowledge of the insurance business and other departments' functionality.

• Ability to correlate business processes with impacts to source systems and data used in bureau reporting.

• Ability to identify situations requiring intervention and take appropriate actions.

• Ability to document processes.

• Basic math skills.

• Ability to enter alpha/numeric data accurately.

• Attention to detail.

D. ADDITIONAL EDUCATION, EXPERIENCE, SKILLS, KNOWLEDGE AND/OR ABILITIES PREFERRED:

• Bachelor's degree in business, insurance, or related field.

• Progress towards or successful completion of the CAWC program.

• Insurance Institute of America (IIA) or other insurance related coursework.

WORKING CONDITIONS:

Work is performed in an office setting with no unusual hazards. Work may be performed at varied hours/days/shifts.

REQUIRED TESTING: