Job Description:

This role is responsible for processing incoming payments and handling of phone inquiries from external and internal customers and other duties as assigned.

Key Responsibilities:

• Facilitate and administer on demand premium drafting via telephony software for policyholders following department guidelines while adhering to compliance regulations
• Apply incoming premiums for life and annuity products in accordance with departmental policies and procedures
• Refund overpaid premiums and perform basic accounting transactions between company accounts. Review suspense entries, restricted/suspended policies, and resolve basic customer inquiries
• Various other duties based on department needs and individual capacity

Experience and Qualifications:

• Basic comprehension of Accounting Principals
• Comprehension of Americo processes and systems (NBUW, Vantage, AWD, Americo.com, Microsoft Outlook, SSRS, Navision, PAS, Dashboard, My Americo, Sales Connection, Suitability Interview Program, Calabrio, Finesse, Microsoft Excel, Microsoft Word)
• Basic Customer Service and Financial Services knowledge
• Excellent written and verbal communications with the ability to interact with others via phone
• Detail oriented – Deliver consistently high quality output
• Multi-tasking abilities without undue stress
• Ability to be a team player (foster mutual respect in your dealings with others)
• Ability to thrive in a learning environment (cross train, added responsibilities)

Education:

Four-year college education or equivalent work experience

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