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Accounting Clerk

Kelly Services
Columbus, Ohio, 43240, United States
February 14, 2018

Job Description: Hours: 7:15 am- 4 PM

Responsible for creating a positive Customer experience, by ensuring all transactions and touch points are down with the customer in mind. Reviews and processes transactions requested by Policy Owners of existing business; reviews and processes transactions as applicable when notified via policy maintenance reports; resolves out of balance suspense entries, processes Legacy Policy Records requests, and meets all production and quality requirements as dictated by department standards and customer expectation. Performs a high volume of routine In Force policy processing transactions or tasks. Sends customer confirmation following established procedures. Processes requests for Legacy Policy Records and applicable from internal staff. Transaction may include: Beneficiary changes, absolute assignments, collateral assignments, ABR-TI disclosures, caution sheets, continuing/successor owner changes, legal documents, and trustee statements, billing and bank changes, disbursements, address changes, returned mail updates, or similar service requests and file maintenance via the legacy LifeComm admin system, other admin system or csA where appropriate.Creates positive customer experiences by completing all policy owner requested transactions in a timely, accurate and professional manner. Adds value where possible by reviewing requests prior to processing for missing or incomplete information. Escalates questions, concerns and move complicated requests as needed.Researches simple out of balance suspense entries and takes appropriate action to resolve.Obtains copies of policy accounting and other microfiche for audit or validation purposes. Calculates simple rates, non-forfeiture options and premiums as requested.Maintains a working knowledge of all processing systems, including the legacy LifeComm System.

Salary - $12.00/Hr