Associate 2

Reviews and interprets moderately complex plan and policy documents in order to respond to customer requests and or makes entries into systems.

Routine client contact includes simple policy interpretation and somewhat complex problem solutions.

May follow-up with manager or more senior staff member to obtain additional information needed to resolve customer inquiries.

May provide input for the improvement of processes and procedures.

Proficient in the basic elements of the job, including policies and procedures.

Refining the core skills required by the job. Roles include intermediate level claims examiner, 1st level call center rep, 1st level customer service rep, and 1st level underwriter.