Life Policy Values Clerk

🕒 Yesterday

💵 $32 - $49 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

Where this job comes from

Posted on Knights of Columbus's careers page ↗Knights of Columbus's careers page, not through a job board

First seen by Remote Rocketship Yesterday

Still open on Knights of Columbus's site. Checked 16 hours ago.

Apply Now
Logo of Knights of Columbus

Knights of Columbus

1001 - 5000 employees

Founded 1882

🛡️ Insurance

🏥 Healthcare

💼 Consulting

Insurance • Healthcare • Consulting

Knights of Columbus is the largest Catholic fraternal organization founded in 1882 that promotes charity, unity, fraternity, and patriotism while providing member-focused services including life insurance, investments, and extensive charitable programs. It operates globally with over 2 million members, significant philanthropic activity, and a major insurance and financial services arm with substantial assets under management and high financial-strength ratings.

📋 Description

• Review surrender, loan and dividend requests from agents and customers for accuracy and availability of funds • Research policy details to ensure transactions can be made • Process policy and general accounting transactions in Life 70 and Ingenium • Use appropriate codes and credit and debit accounts correctly • Make refunds when necessary • Perform manual calculations using charts and formulas to determine taxes owed under U.S. and Canadian tax policies • Create manual checks when necessary • Respond to telephone and email inquiries • Initiate routine correspondence to provide information and resolve issues • Perform other related duties as assigned

🎯 Requirements

• High school diploma • 3-5 years of experience working with insurance and annuity policies • 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 • 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 • Authorization to work in the US is required • This position is not eligible for visa sponsorship • Must be able to remain in a stationary position for a majority of the workday

🏖️ Benefits

• 13 paid holidays per year • Vacation and paid sick leave • Flexible workweek schedules • Certifications and designation reimbursement • Tuition reimbursement • 401(k) retirement savings plan with matching company contributions • Cash balance retirement plans fully funded by the company • 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 • Pre-tax Health Savings Account with employer contributions • Long-term disability insurance • Dental insurance • Vision insurance • Health club membership reimbursement • Employee Assistance Program

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