Allied Solutions LLC ยท 1 day ago
Investigation Coordinator
Allied Solutions LLC is seeking an Investigation Coordinator responsible for daily activities related to ancillary product refund cancellations. The role focuses on quality assurance workflows, data gathering, and resolution of quote investigations within the Refund Plus workflow.
Financial ServicesInformation Technology
Responsibilities
Analyzing and comprehending various documents for pertinent information necessary
Inputting data into various technology platforms to execute automated processing
Utilize external client programs to retrieve necessary documentation for cancellation process
Reviewing intake materials processed by other parties to ensure all information is accurate
Data entry with information obtained for current dealer/provider contact information and the maintenance of master contact lists
Investigate flow of funds for quote information due from cancelation of ancillary products via follow up contacts with either dealers, providers or the client by way of emails, phone calls, faxes or letters
Attend various meetings via Teams or in office with either external or internal parties related to Coordinator processes for collaboration needs
Contacting dealers/providers for current contact information via phone/email/internet search
Ensuring compliance due to state driven requirements related to product cancellations and flow of funds
Able to multi-task while navigating within the environments of multiple systems
Work within multiple programs and formats to ensure quote information and intake data ingestion between internal areas are accurate and efficient processes
Determine discrepancies between provider quoted refund, and various sources of estimated refund data
Locate and document missing contract bookings with providers, utilizing resources internally or externally, such as document storage, dealer communications, etc
Creation and brainstorming of development of new and improvements for processes and procedures
Investigate various scenarios of quote statuses to ensure accurate refunds to the consumer and meet state regulations
Conduct research on specific product contract language to properly resolve product cancellations
Reviewing secondary technology platforms to complete research to clear pending cancellations
Prioritize workload based on variable client-facing or internal SLAs
Other special projects and duties as assigned
Qualification
Required
High school diploma or GED required
Less than 1 year of work-related experience required
Access to outside programming systems needed for documentation work. Examples: RFP program, Cox automotive, and client documentation programs needed to obtain product contracts
Benefits
Medical, dental and vision insurance coverage
100% company-paid life and disability coverage
401k options with company match
Three weeks PTO by the end of the first year
Company
Allied Solutions LLC
Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions in North America.
Funding
Current Stage
Late StageLeadership Team
Recent News
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2025-12-13
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2025-11-07
2025-11-01
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