What are the responsibilities and job description for the Disbursement Service Technician position at National Life Group and Careers?
Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.
Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.
We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.
Please note that we do not offer visa sponsorship for this position.
Role Summary
The Disbursement Service Technician is responsible for processing all requests associated with dividend changes and cash disbursements on the enterprise's insurance and individual annuity products.
This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.
Essential Duties and Responsibilities
- Processing of returned dividend checks and related correspondence
- Process disbursement accounting transactions for surrenders, withdrawals and policy loans
- Process various policy quote requests from the agents, customers and third parties
- Responsible for communicating with career and independent office staff, agents and customers via email, telephone or regular mail to provide policy information
- Manage request for ACH drafts/wire transfers with treasury department; validate that transactions are completed and accounted for accurately in the administrative system
- All financial transactions involve use of Lawson system
- Monitoring of areas clearing accounts and monthly reconciliations using Blackline
- Process address change requests
- Administrative and related support system functions
Minimum Qualifications
- 2 years of office experience with A/R, A/P or bookkeeping experience
- Knowledge of life insurance products preferred
- Professional communicator using all available media (e-mail, voice mail, written, oral)
- Attention to detail and the ability to work efficiently under pressure is essential
- Detail, goal and deadline oriented
- Strong organizational skills
- Ability to be a strong contributing member of a team
- Overtime work is required as needed, and can be on short notice
Preferred Qualifications
- Excellent, proven technical skills; must be proficient in Microsoft Office Suite (Excel, Word, Outlook); Access database knowledge preferred
- Associates degree a plus; high school diploma (or equivalent) with relevant business or accounting classes
Benefits
- Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life!
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.
Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.
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National Life Group
1 National Life Dr
Montpelier, VT 05604
Salary : $18 - $26