Disbursement Clerk II

Job 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