[Hiring] Life Policy Values Clerk @Knights of Columbus

Role Description

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.

Core Responsibilities

• 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.
• Performs other related duties as assigned.

Qualifications

• Understanding of KofC 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.

Requirements

• Ability to use PC and related software, including Outlook, Microsoft Word and Excel.
• Ability to view and enter data in Ingenium and Life70.
• Ability to use a calculator.
• High school diploma.
• 3-5 years of experience working with insurance and annuity policies.

Compensation

The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $32.34/ hour - $49.07/ hour.

Authorization to work in the US is required. This position is not eligible for visa sponsorship.

Physical Demands

Must be able to remain in a stationary position for a majority of the workday.

Benefits

• Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.
• Professional Development: Certifications, designation, and tuition reimbursement.
• Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.
• Health and Wellness:
• Short-term disability and term life insurance fully paid for by the company.
• Up to 12 weeks of childbirth leave under STD policy.
• One week of fully paid parental leave for all new parents, including adoptive and foster parents.
• A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
• Long-term disability insurance.
• Dental insurance.
• Vision insurance.
• Health club membership reimbursement.
• Employee Assistance Program.