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Processes, audits, tests and reports for reinsurance activity for Western & Southern Life, Columbus Life, Lafayette Life and IFS. This includes monthly billing in excess of $8 million. Actively collaborates with multiple reinsurers and the Claim Department to collect over $100,000,000 in outstanding receivables. Directly communicates with reinsurers to address outstanding administration concerns. Ensures appropriate reinsurance accounting in the general ledger.
Performs plan administrative services for assigned group of pension administrators. Serves as main point of contact for pension risk transfer deferred participants. Works with minimal supervision and provides limited consultation to plan sponsor or agent only when supervised by a Sr. Pension Administrator or Manager.
Provides advanced markets sales and technical support to all enterprise distribution channels with primary responsibility for the Integrity companies. Includes complex tax and legal strategies related to creative and unique case design with enterprise products in areas such as estate planning and conservation, wealth accumulation and distribution, retirement planning and business succession planning techniques.