04/16/2025
Disbursement Service Technician
Please note that we do not offer visa sponsorship for this position.
Summary
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.
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...
National Life Group
Montpelier, VT, USA
Full Time