Feel Good About Doing Good
The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.
While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.
Share Your Talent. Live Your Purpose.
We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!
Overview
Coordinates and delivers timely input into the tax and regulatory filing efforts. Generates required documentation, on a timely basis, of all policy taxation and regulatory reporting matters for U.S. , Puerto Rico and Canada. Researches, documents, and analyzes clients’ inqueries in order to prepare and deliver timely responses. Identifies areas of improvement within daily functions and internal procedures.
Core Responsibilities
- Analyzes information relative to policyholder, field force and Home Office staff inquiries regarding taxable events that stem from transactions processed on life and annuity products. Researches and reconstructs transaction history resulting in taxable reporting to provide a detailed response to the inquiry.
- Prepares annual policy level notifications required to comply with current regulations. Prepares required tax forms, tax notices and correspondence as needed.
- Monitor system and user-input data for accuracy and regulatory compliance. Escalate any system issues uncovered to management for review and resolution. Follow-through to completion the correction of any uncovered errors and provide guidance to processing areas to ensure proper processing in the future.
- Parter with the Legal Department to maintain compliance with internal processing and procedures. Report and document any procedural changes needed stemming from legal guidance.
- Identify potential system and procedural enhancements to decrease manual intervention and increase through-put processing.
Skills Qualifications
Required:
- Insurance product knowledge
- Knowledge of KofC rules and administrative systems
- Strong ability to communicate effectively to all personnel on complex business issues and integrate technical concepts
- Excellent oral and written communication skills, including presentation, facilitation and negotiation skills
- Analytical skills
- Experience with business analysis
- Ingenium, Life70, IDM, AWD
- Microsoft Office, including Word, Access, Excel and PowerPoint
- Navigator and imaging systems Preferred:
- Knowledge of tax laws regarding insurance and annuity products desired
Education
Required:
- BS or BA degree
- 5 years of related work experience or equivalent combination of training and experience
Compensation
The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $59,200-91,700.
Authorization To Work In The United States Is Required.
This position is not eligible for visa sponsorship.
Physical Demands
Must be able to remain in a stationary position for a majority of the workday.
KofC Cares
Our mission is focused on family and faith, and we support our employees in seeking a balanced life.
Employee benefits include:
Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.
Professional Development: Certifications, designation, and tuition reimbursement.
Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.
Health and Wellness:
- Short-term disability and term life insurance fully paid for by the company;
- Up to 12 weeks of childbirth leave under STD policy.
- One week of fully paid parental leave for all new parents, including adoptive and foster parents.
- A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
- Long-term disability insurance;
- Dental insurance;
- Vision insurance;
- Health club membership reimbursement;
- Employee Assistance Program
