Policy Processing Clerk modifies, updates, and processes existing insurance policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance. Evaluates information from application for policy reinstatement for completeness and accuracy. Being a Policy Processing Clerk may approve policy if all criteria's are met. Requires a high school diploma or its equivalent. Additionally, Policy Processing Clerk typically reports to a supervisor. The Policy Processing Clerk possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
Title : Processing Representative II
Reports to : Director of Backoffice Operations
Position Purpose : Perform clerical duties involving electronic funds transfers (ETF) and automated clearing house (ACH) functions in a timely, accurate manner that provides members with quality service.
Reconcile accounts in accordance with credit union policies and procedures.
Duties and Responsibilities
KNOWLEDGE, SKILLS and ABILITIES REQUIRED (MINIMUM QUALIFICATIONS)
The specific minimum competencies (education and experience) required to perform this job successfully. An individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
DECISION MAKING :
Requires continuous exercise of judgment following broad guidelines. Identifies and selects complex choices of action where standard practices may not exist.
Must be able to accommodate detailed work, problem solving, reasoning, math, presentations, verbal communication, written communication, analytical reasoning, training others, multiple concurrent tasks and constant interruptions.
PHYSICAL REQUIREMENTS :
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to stand, walk and use hands to operate a standard computer keyboard, and walk up stairs.
The employee may occasionally lift and / or move up to 10 pounds. Specific vision abilities required by the job include close vision, distance vision, and the ability to adjust focus.
WORK ENVIRONMENT :
When in the office, typical office conditions; noise level is usually quiet. May travel to other branches and other locations where conditions could vary.
Travel in one's own vehicle or with the credit union provided vehicle.
Comprehensive Benefit Package Includes :
Bridgeway Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Last updated : 2024-02-23
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