Reviews and processes requests for surrenders, loan and dividend transactions. Researches policy details to ensure transactions can be made. Enters online accounting and general accounting transactions. Responds to external inquiries and researches policy history as needed.

Reviews surrender, loan and dividend requests from agents and customers for accuracy and availability of funds in order to process requests. Processes policy and general accounting transactions in Life 70 and Ingenium, using appropriate codes and crediting and debiting accounts correctly; makes refunds if necessary; performs manual calculations using charts and formulas, to determine taxes owed in compliance with U.S. and Canadian tax policies, creates manual checks when necessary Responds to telephone and email inquiries; initiates routine correspondence to provide information and resolve issues

Understanding of life insurance products Understanding of accounting codes and transactions Knowledge of U.S. and Canadian tax policy Understanding of general ledger accounting and accounting codes Basic mathematical skills Excellent communication skills Excellent customer service skills Systems/Technical Knowledge: Ability to use PC and related software, including Outlook, Microsoft Word and Excel Ability to view and enter data in Ingenium and Life70 High school diploma 3-5 years of experience working with insurance and annuity policies

$25 an hour