Protective’s Executive Benefits Team helps protect futures by helping employers finance employee retirement benefits. We are a solution-oriented team with an ongoing mission to simplify processes and provide exceptional products and services.
Under direct supervision, the Executive Benefits - Case Management Specialist performs billing and processing of payments made via lockbox, check, wire, and loans as well as payment changes and daily reconciliations. The day to day of this role involves the defined monitoring of bank accounts to ensure timely application of variable premiums.
This role will require FINRA fingerprinting.
Primary Job Functions
- Monitors bank accounts for incoming premium payments, applies premium according to premium roster or bill, maintains premium check and wire logs.
- Prepares templates for uploads to system for multi-life cases
- Performs daily QC / Reconciliation of bank accounts
- Mails /Emails monthly billings
- Monitors ACH returns and NOC activity in SAP. Reverses payments as necessary and notify client
- Supports the team in other activities as defined by the manager of the work area in order to assist in meeting overall team productivity goals
- Works occasional overtime and flexes time as required.
Knowledge, Skills and Abilities Required:
- Excellent verbal and written communication skills
- Strong analytical skills
- Exceptional time management; self-starter
- Demonstrated organizational skills and attention to detail
Work Experience, Education, Training Required:
- High school diploma or equivalent
- Minimum one year of data entry experience
- 2-3 years of experience in Banking or Finance highly preferred.
- Proficiency in Excel & Adobe Writer
Employee Benefits:We aim to protect our employees' wellbeing through a broad benefits offering. For example, we protect physical wellbeing through health, dental and vision insurance. We protect mental wellbeing through mental health benefits and an employee assistance program. We protect time away from work with a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). We protect financial wellbeing through contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards. Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Diversity and Inclusion: At Protective, we are committed to providing an inclusive culture where all employees are able to fully contribute and thrive. Our goal is to grow and develop our people, attract diverse talent and support strong, diverse communities.
We support diversity, equity, and inclusion by working to develop a culture of inclusion and belonging led by leaders who develop potential and embrace unique skills and abilities. Our aim is to create an equitable and accountable environment for all leaders and employees that will drive performance and impact business strategy. In this way, we can increase overall diversity for leadership roles and pipelines of talent by maturing our hiring practices, robust development opportunities and focus on retention of key talent.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.
United States only