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.
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
Associates degree a plus; high school diploma (or equivalent) with relevant business or accounting classes
2+ years of office experience with A/R, A/P or bookkeeping experience
Knowledge of life insurance products preferred
Excellent, proven technical skills; must be proficient in Microsoft Office Suite (Excel, Word, Outlook); Access database knowledge 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