Bilingual Disbursement Clerk II - National Western : Job Details

Category Administration DescriptionJob 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

Position RequirementsKnowledge, Skills & Abilities

• Knowledge of debit/credit accounting practices
• Ability to work under strict deadlines
• Ability to effectively prioritize work based on compliance parameters
• Strong comprehension and analytical skills
• Bilingual in Spanish required
• Strong attention to detail regarding multiple payment processing, risk assessment, and quality control
• Ability to communicate effectively and tactfully with international agents and co-workers

Education & Experience

• High School education or GED required
• 3-4 years of experience in processing payments

Licenses & Certifications

• None required
• Completion of LOMA insurance courses I and II required within first year of employment.

Supervision & Leadership

• No Supervision responsibilities

Work Environment

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
• Regular and predictable attendance is required. Overtime may be required at peak times.
• The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Statement of Other Duties Proviso:

• The information contained in this job description is not intended to be an all-inclusive list of duties and responsibilities, skills and abilities, or other listed requirements.
• Management may, at its discretion, assign, reassign, or add additional duties and responsibilities to this job at any time.
• The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.

Full-Time/Part-Time Full-Time Compensation Range $40,000 - $45,000 Position Bilingual Disbursement Clerk II Exempt/Non-Exempt Non-Exempt About the Organization National Western Life provides high quality insurance products on a global basis to meet the financial security needs of well-defined market segments. We provide professional and friendly service to our policyholders and agents and are responsive to the needs of our employees, shareholders and the community. EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. This position is currently accepting applications.