Experience and Qualifications: Basic comprehension of Accounting Principals Comprehension of Americo processes and systems (NBUW, Vantage, AWD, Americo.com, Microsoft Outlook, SSRS, Navision, PAS, Dashboard, My Americo, Sales Connection, Suitability Interview Program, Calabrio, Finesse, Microsoft Excel, Microsoft Word) Basic Customer Service and Financial Services knowledge Excellent written and verbal communications with the ability to interact with internal staff via phone once role proficiency has been obtained Detail oriented deliver consistently high quality output Multi-tasking without undue stress Ability to be a team player (foster mutual respect in your dealings with others) Ability to thrive in a learning environment (cross train, added responsibilities) Critical thinking skills. Key Responsibilities: Facilitate and administer on demand premium drafting via telephony software for policyholders following department guidelines while adhering to compliance regulations Apply incoming premiums for life and annuity products in accordance with departmental policies and procedures Refund overpaid premiums and perform basic accounting transactions between company accounts.