Disbursement Service Representative I

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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 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

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 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
• Overtime work is required as needed, and can be on short notice

The 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 employment

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.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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