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About the Role

We are seeking a detail-oriented Disbursement Clerk II with a strong understanding of premium payment processing and a commitment to accuracy within a regulated insurance environment. This role is crucial for maintaining policyholder and agent trust and supporting our life insurance and annuity business operations.

Responsibilities

Process and apply multiple forms of premium payments, including checks, credit cards, wire transfers, pre-authorized payments, outgoing EFTs, and group billings.
Process other premium-related transactions, such as returned checks, ACHs, and EFTs.
Ensure payments are accurately applied, documented, and completed according to established procedures and timelines.
Review payment documentation for accuracy and completeness, resolving discrepancies.
Follow all applicable compliance requirements, including federal anti-money laundering guidelines and IRS cash reporting standards.
Perform quality control checks on payment processing procedures.
Generate and respond to correspondence with agents and policyholders regarding payment updates and discrepancies.
Communicate clearly and tactfully with internal and external customers to obtain required documentation and support timely resolution.
Identify, research, and resolve billing discrepancies and payment issues.
Determine appropriate reassignment of charges and update files for accurate records.
Provide backup assistance to team members in premium accounting and disbursement functions.

Requirements

High School education or GED required.
3-4 years of experience in processing payments.
Demonstrates precision in reviewing payment documentation, identifying discrepancies, and maintaining accurate records.
Consistently follows regulatory, anti-money laundering, and internal control requirements.
Communicates clearly, professionally, and tactfully with policyholders, agents, and international partners.
Investigates and resolves billing discrepancies and payment issues with sound judgment.
Effectively manages competing priorities in a deadline-driven, compliance-focused environment.
Works collaboratively with peers and provides backup support to ensure continuity of operations.
Remains flexible and dependable in a fast-paced operational setting with evolving business needs.

Skills

Payment processing
Attention to detail
Compliance
Communication
Problem-solving
Prioritization
Team collaboration
Adaptability

Location

Hybrid

Work Type

Hybrid

Experience Level

3-4 years

Education Level

High School or GED

Salary/Compensations

$22 - $25 per hour

Benefits

Comprehensive medical, dental, and vision coverage
HSA and 401(k) company match
Paid time off
Employer-paid life and disability insurance

About the Company

A fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform.
Redefining how great talent connects with meaningful work.
Building a culture of high performance, creativity, and partnership.

Equal Opportunity

Committed to equal employment opportunity and encourage people from all backgrounds to apply.
Make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.
Provide adjustments or accommodations due to a disability or medical condition during the hiring process upon request.