Distribution Processor

3 days ago

New Haven, CT, United States NR Consulting Full time
Job Title: Distribution Processor
Location: New Haven CT (Hybrid)

Overview
Accountable for processing of settlement options, immediate annuity contracts, Registered Retirement Income Funds (RRIF), and Systematic Withdrawal Options (SWO) and related EFT records pertaining to annuity distributions. Maintains related records and prepares reports. Fields inquiries about distributions, answers questions, and resolves inquires.

Core Responsibilities:
• Creates and maintains settlement options, RRIF, immediate annuity contracts, and Systematic Withdrawal Option (SWO) requests
• Prepares and processes surrenders, partial withdrawals and general accounting transactions to fund distribution annuities
• Processes unscheduled withdrawals, RRIF responses, beneficiary changes, death claims, related EFT records and other pertinent file maintenance required for distribution annuities
• Handles complex calls and correspondence from clients, agents, law offices, beneficiaries; researches and resolves issues
• Assists in preparation for scheduled reports and mailings including year-end work (i.e., statement valuations and annual statements)
• Performs related duties as assigned

Skills Qualifications:
• Knowledge of retirement plans/products (including Ratebook), insurance and annuity plans/products
• Knowledge of basic accounting principles
• Basic mathematical skills
• Ability to pass data entry test
• Data entry skills
• Detail oriented; ability to determine and correct errors related to job duties
• Communication skills
• Customer service skills
• Collaboration and teamwork Systems/Technical Knowledge:
• Ability to use PC and related software, including Microsoft Outlook, Word, Excel and Access
• Ability to enter and view data in policy administrative systems: Ingenium and CICS (Life 70) (including online accounting and Master Record)
• Ability to use Imaging and workflow system: AWD
• Ability to use illustration system to create illustrations: Navigator
• Ability to use a calculator

Education:
• High school diploma
• 3 to 5 years of experience, prior annuities/retirement experience preferred
Physical Demands
Must be able to remain in a stationary position for a majority of the workday.

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