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Job Purpose

The Accounting Specialist, Operations will identify advisor and policy owner debts and then gather, prepare, evaluate and present evidence to determine debit balance situations. This individual will locate and communicate with debtors by telephone and/or correspondence to negotiate and secure arrangements for repayment of debts. In addition to handling collections, the Accounting Specialist will also be responsible for the facilitation of write offs, payment settlements, check/wire refunds, and rejected fund handling, which can require extensive system and/or accounting analysis and subsequent actions to resolve the particular situation(s).

Essential Job Duties & Responsibilities

• Facilitates collection out of balances for advisor, policy owner, and claim debts resulting from overpayments due to various reasons that could not be resolved initially by individual departments. Works with third party collections agency to collect if required.
• Conducts research in various systems/accounts and gathers the various data points needed to facilitate the Write Off process.
• Performs investigative work to obtain contact information needed for payment settlements.
• Handles check/wire refund activities such as reprocessing, reissuing, and over-payment returns due to customer requests received or internal adjustments needed.
• Reviews funds returned or rejected to Jackson, makes any necessary adjustments, and resends via the appropriate delivery method to the correct destination.
• Monitors various reports and notifies the business units of action that needs to be taken as appropriate.

Other duties

• Other duties as assigned.

Knowledge, Skills & Abilities

• Excellent verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Must be detail oriented.
• Ability to work independently and prioritize multiple tasks.

Education and Experience

• High school diploma or equivalent required. Bachelor’s degree in Accounting, Finance, or related field preferred.
• 1-2 years of experience with Jackson Product/Services and/or collections.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

Jackson is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of *award-winning service, and streamlined experiences strive to reduce the confusion that complicates retirement plans.

We dedicate our time, money, and resources to strengthening financial literacy, striving to make sure every American has access to the resources they need to master their money and their future.

Interested in becoming one of our associates? We develop and celebrate talent in many areas, from sales and marketing to consulting and compliance. We know that diversity and inclusion make us all stronger together. Learn more at jackson.com/careers.

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan), and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York).

*SQM (Service Quality Measurement Group) Call Center Awards Program for 2004 and 2006-2022. (Criteria used for Call Center World Class FCR Certification is 80% or higher of customers getting their contact resolved on the first call to the call center (FCR) for 3 consecutive months or more.)