Distribution Processor jobs in United States
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NR Consulting · 1 month ago

Distribution Processor

positionNew Haven, CT
timeFull-time
remoteHybrid
seniorityMid Level
date3+ years exp

NR Consulting is a company focused on annuity distributions and related financial services. They are seeking a Distribution Processor who will be accountable for processing settlement options, annuity contracts, and related records, while also handling client inquiries and preparing reports.

ConsultingInformation TechnologyStaffing Agency

Responsibilities

Creates and maintains settlement options, RRIF, immediate annuity contracts, and Systematic Withdrawal Option (SWO) requests
Prepares and processes surrenders, partial withdrawals and general accounting transactions to fund distribution annuities
Processes unscheduled withdrawals, RRIF responses, beneficiary changes, death claims, related EFT records and other pertinent file maintenance required for distribution annuities
Handles complex calls and correspondence from clients, agents, law offices, beneficiaries; researches and resolves issues
Assists in preparation for scheduled reports and mailings including year-end work (i.e., statement valuations and annual statements)
Performs related duties as assigned

Qualification

Retirement plans knowledgeAnnuity plans knowledgeData entry skillsBasic accounting principlesMicrosoft ExcelCustomer service skillsBasic mathematical skillsCommunication skillsCollaborationTeamworkDetail oriented

Required

Knowledge of retirement plans/products (including Ratebook), insurance and annuity plans/products
Knowledge of basic accounting principles
Basic mathematical skills
Ability to pass data entry test
Data entry skills
Detail oriented; ability to determine and correct errors related to job duties
Communication skills
Customer service skills
Collaboration and teamwork
Ability to use PC and related software, including Microsoft Outlook, Word, Excel and Access
Ability to enter and view data in policy administrative systems: Ingenium and CICS (Life 70) (including online accounting and Master Record)
Ability to use Imaging and workflow system: AWD
Ability to use illustration system to create illustrations: Navigator
Ability to use a calculator
High school diploma

Preferred

3 to 5 years of experience, prior annuities/retirement experience

Company

NR Consulting

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NR Consulting is an information technology consulting firm that offers contingent hiring, direct hires, and managed IT services.
dateFounded in 2017
location
Boulder, Colorado, USA
people-size1001-5000 employees
web-link
https://www.nrconsultingservice.com/

Funding

Current Stage
Late Stage

Leadership Team

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Sharabh Goyal
Founder & CEO
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Company data provided by crunchbase