Specialist

MetLife

Responsible to sort, compare, validate & compile reports for Stateside and prepare the performance dashboard/reports.

Meets quality and customer service expectation levels set by the organization guidelines.

The key deliverables of the role will include but will not be restricted to the details below:

Essential Functions

Prepare weekly/monthly inventory report for management view.
Prepare the commission report using SQL query and share it with broker/Agency.
Prepare the commission report using Power BI.
Review discrepancies in reports and make corrections.
Consolidate and publish the inventory and performance dashboard as needed.
Ability to follow-up on issue resolution with appropriate parties
Implement corrective actions in case of any observation/feedback received.
Follow up with required stakeholders for additional/missing information for successful closure of task
Adhere to agreed timelines and SLA's.

AI Fluency - Working knowledge of Microsoft Copilot.