NR Consulting · 2 days ago
Life Insurance Clerk
New Haven, CT
Contract
Hybrid
Mid Level
$25/hr - $25/hr
3+ years expNR Consulting is seeking a Life Policy Values Clerk to handle requests for surrenders, loans, and dividend transactions. The role involves reviewing policy details, processing transactions, and responding to inquiries from agents and customers.
ConsultingInformation TechnologyStaffing Agency
Hiring Manager
Divya Dhyani
Responsibilities
Reviews surrender, loan and dividend requests from agents and customers for accuracy and availability of funds in order to process requests
Processes policy and general accounting transactions in Life 70 and Ingenium, using appropriate codes and crediting and debiting accounts correctly; makes refunds if necessary; performs manual calculations using charts and formulas, to determine taxes owed in compliance with U.S. and Canadian tax policies, creates manual checks when necessary
Responds to telephone and email inquiries; initiates routine correspondence to provide information and resolve issues
Performs other related duties as assigned
Qualification
Required
Understanding of 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
High school diploma
3-5 years of experience working with insurance and annuity policies
Company
NR Consulting
NR Consulting is an information technology consulting firm that offers contingent hiring, direct hires, and managed IT services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Sharabh Goyal
Founder & CEO
Company data provided by crunchbase