Job Description

Domain : Automatic Bank Draft payments

Mode : In-Office

Location : Waco

Balance monitor and verify the proper application of all Automatic Bank Draft payments; and answer questions and provide customer assistance to all policyholders/agents regarding policy information.

ESSENTIAL DUTIES

• Verify daily EFT bank drafts and file transmission.
• Balance daily EFT draft reports.
• Balance and reconcile daily cash deposits.
• Process returned items.
• Maintain billing case file records and process policy file maintenance.
• Monitor suspense accounts.
• Process and mail refunds and overdraft fees.
• Monitor and mail return item letters.
• Assist with file maintenance and accounting on bank draft reinstatements and policy changes.
• Research and handle bank draft past due policies.
• Correspond with agents policy owners bank personnel regarding bank draft policies.
• Assist with incoming telephone calls and work overflow regarding various Premium Accounting functions other than bank drafts.
• Conduct Company business in accordance with all applicable laws regulations and contractual obligations.
• Behave ethically and with integrity and always follow the principles of the Compliance Program when making business decisions.
• Compliance with this program is a condition of employment for every American-Amicable employee.

EDUCATION WORK EXPERIENCE AND TRAINING REQUIREMENTS

• High school diploma or general education degree (GED)
• Minimum of 2 years office experience

KNOWLEDGE SKILL AND ABILITY REQUIREMENTS

• Working knowledge of NACH rules for drafts
• Strong computer/MS Office skills; ability to learn other software systems quickly.
• Proficient in Typing and 10-Key.
• Knowledge of company products or ability to quickly learn.
• Strong attention to detail.
• Strong written and verbal communication skills.
• Solid research and problem-solving skills.
• Ability to keep work well organized and prioritize well.
• Ability to receive direction and work with supervisors well.
• Ability to work independently as well as function effectively as a team player. Ability to adapt well to change both procedural and organizational.
• Maintains a friendly positive learning-oriented attitude.

WORKING CONDITION PHYSICAL AND MENTAL REQUIREMENTS At iA American we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all regardless of ethnic origin nationality language religious beliefs gender sexual orientation age marital status family situation or physical or mental disability. The incumbent must be able to perform the essential functions of the position satisfactorily and if requested reasonable accommodations will be made in compliance with ADA and EEO regulations to enable employees with disabilities to perform the essential functions of their job absent undue hardship.

IMPORTANT NOTE

This job description reflects a summary of the job and does not prescribe or restrict the responsibilities that may be assigned. This job description is subject to change at any time

Company

Posting End Date

About us

iA American Warranty LP American Amicable Group of Companies iA American Life Insurance Company and Industrial Alliance Portfolio Management LLC are all part of iA Financial Group one of the largest insurance and wealth management groups in North America. In the last few years iA American has been thoughtfully built by iA Financial Group through the acquisition of several US based entities. Our suite of products and services includes automotive protection packages reinsurance options dealer support direct-to-consumer products in-house administration life insurance progressive special markets and more!

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892 iA Financial Groups stability and solidity make it an employer of choice that invests in its employees and their development over the long term. Our CEO Denis Ricard won #1 Insurance CEO in Canada from Glassdoor!

Our Commitment to Diversity and Inclusion

Our differences make us unique and even stronger. Thats why at iA Financial Group we are committed to supporting and celebrating diversity. We are continually building a team that is as diverse as the people and communities we serve. By combining our different ways of seeing and experiencing the world we will always be stronger than the sum of our parts! To learn more click here.