Disbursement Service Representative I

2 weeks ago

Montpelier, Vermont, United States National Life Group Full time

Disbursement Service Representative

Summary

The Disbursement Service Representative is responsible for processing all requests associated with dividend changes and cash disbursements on the enterprise's insurance and individual annuity products.

Key Responsibilities

Processing of returned dividend checks and related correspondenceProcess disbursement accounting transactions for surrenders, withdrawals and policy loansProcess various policy quote requests from the agents, customers and third partiesResponsible for communicating with career and independent office staff, agents and customers via email, telephone or regular mail to provide policy informationManage request for ACH drafts/wire transfers with treasury department; validate that transactions are completed and accounted for accurately in the administrative systemAll financial transactions involve use of Lawson systemMonitoring of areas clearing accounts and monthly reconciliations using BlacklineProcess address change requestsAdministrative and related support system functions Job Requirements 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 experienceKnowledge of life insurance products preferredExcellent, proven technical skills; must be proficient in Microsoft Office Suite (Excel, Word, Outlook); Access database knowledge preferredProfessional communicator using all available media (e-mail, voice mail, written, oral)Attention to detail and the ability to work efficiently under pressure is essentialDetail, goal and deadline orientedStrong organizational skillsAbility to be a strong contributing member of a team Overtime work is required as needed, and can be on short noticeThe base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employmentNational 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. National Life Group1 National Life DrMontpelier, VT 05604Social Media Policy Site Disclosure and Privacy Policy

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