Position Description

Annuity/Life Payment Center Representative
Job Location(s) TX - Dallas, VT - Montpelier
Job Code 01INBI11
# of Openings 1
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Inbound Payment Center Representative

Summary

 

Teammates in the Inbound Payment Center use a variety of systems to process client premium payments and refunds. Using several computer programs, Representatives update banking information, apply payments or refunds to policies, and make requested changes to service a client’s premium payments. This department requires strong communicators (via phone, email, and paper mailings) and accurate typists especially on 10-key numeric typing. 

 

A typical work week includes processing payments within Mainframe (Traditional Life Insurance and Vantage), OnBase, banking websites (such as Clear Tran and the Bank User Interface).  Representatives are asked to research issues, assess any errors, determine and complete the proper course of correction when errors are made, and communicate findings to agents, clients, and/or internal customers. 

 

Members of this department work closely with internal customers in the Call Center, Document Management Systems, New Business, Underwriting, Contract Change, Contract & Licensing, Title, Outbound Payment Center (Disbursements & Taxes), and various other areas of the company.

 

Successful Representatives demonstrate a strong work ethic and ability to work independently in a fast-paced environment with a high degree of accuracy.

 

Key Responsibilities

 

  • Accurately work to apply payments to customer policies and when needed, take additional steps required with timely follow-through.
  • Research customer requests to ensure proper documentation and procedural protocols are followed.
  • Exemplary communication with internal and external customers – friendly phone demeanor.
  • Using various reports, monitor and track individual activities to ensure all accounts are balanced, cleared, and audit-ready.
  • Assist leaders with problem resolution on difficult (escalated) cases, including research, making recommendations, and follow-through with clients, agents, and/or colleagues.
  • Document procedures and communicate with teammates when you need assistance with a task assigned to you.
  • Assist with Quality Assurance reviews
  • Be a team player – assisting with projects and special assignments, as requested.

 

Job Requirements

 

  • 1-2 years of related experience in data processing or industry-related experience preferred
  • Proficient in MS Office Suite (Word, Excel, Outlook)
  • Well-organized in a complex digital environment while working multiple cases at once; Comfortable toggling between multiple programs and screens
  • Excellent, clear verbal and written communication skills
  • Strong time management skills and able to meet established deadlines
  • Thrives in a fast-paced environment
  • Exemplary attention to detail
  • Maintains confidentiality and professionalism in all settings
  • Background check and fingerprinting required for this position
  • Overtime work may be required, and may be requested on short notice

 

This role is not open to applicants residing or otherwise based in Colorado and cannot be performed in Colorado

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. 

National Life Group

1 National Life Dr

Montpelier, VT 05604

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