Disbursement Service Technician

Role Summary

The Disbursement Service Technician processes dividend changes, cash disbursements, and related accounting transactions for National Life Group’s insurance and annuity products.

• Process returned dividend checks and related correspondence.
• Process disbursement accounting transactions for surrenders, withdrawals, and policy loans.
• Process various policy quote requests from agents, customers, and third parties.
• Communicate with career and independent office staff, agents, and customers via email, telephone, or regular mail to provide policy information.
• Manage requests for ACH drafts/wire transfers with the treasury department; validate that transactions are completed and accounted for accurately in the administrative system.
• Use the Lawson system for all financial transactions.
• Monitor areas clearing accounts and perform monthly reconciliations using Blackline.
• Process address change requests.
• Perform administrative and related support system functions.

• 2+ years of office experience with A/R, A/P, or bookkeeping experience.
• Knowledge of life insurance products preferred.
• Professional communicator using all available media (e‑mail, voicemail, 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 as needed and on short notice.

• Excellent technical skills; must be proficient in Microsoft Office Suite (Excel, Word, Outlook);
  Access database knowledge preferred.
• Associate’s degree a plus; high school diploma (or equivalent) with relevant business or accounting classes.

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs.

Hourly Pay Range: $18 - $26 USD.