Disbursement Clerk II

National Western Life

Date: 1 day ago
City: Austin, TX
Contract type: Full time
National Western Life

Job Summary

At this level, incumbents are typically skilled in processing all forms of premium payments including checks, credit card, wire transfer, pre-authorized checks, and debit of agent accounts. This level also may involve more interaction with international agents to obtain additional documentation, policy amendments, or similar.

Essential Functions

  • This position is responsible for processing routine premium payments applied to new policies or renewals

  • This position is responsible for processing multiple forms of premium payments applied primarily to renewal policies

  • generating correspondence with agents and/or policy holders as needed

  • ensuring the accuracy and completeness of payment documents

  • following all applicable compliance procedures for processing such payments, including federal anti-money laundering guidelines and IRS cash reporting requirements

  • performing quality control assessments to ensure payment processing procedures are effective

  • answerings correspondence relating to updates, reprocessing of debit authorization, declined credit card payments, or other discrepancies

  • determining appropriate reassignment of charges and file updates when needed

  • training new/less experienced employees (full time or temporary) as needed

  • providing back up assistance to other staff members in varying areas as needed

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