Claims Specialist

The In-Force, Claims Processor position is responsible for the reviewing and processing of death claim transactions on annuity contracts. This position’s primary focus is annuity claims but will also be required to assist with other types of transactions related to In-Force annuity responsibilities.

How You’ll Contribute:

Setting up the initial claim notification

Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations.

Assist with processing other types of Annuity In-Force transactions as needed

Provide information regarding contract values, request status updates, withdrawals, fund performance, outstanding requirements, and any other transaction related to Annuity In-Force

Support both Agents/Advisors and Clients with all Annuity In-Force requests via phone and email

Communicating requirements, settlement options, and claim status with beneficiaries, agents, attorneys, and clients

Processing and approving claim payments, generating settlement confirmation letters, and tracking all claim settlements

Review and input data into the system for annuity claim forms and death certificates

Review and verify all required information is complete and ensure the request meets regulatory, product, and policy standards before processing.

Assist in special projects as needed.

What We’re Looking For:

Bachelor’s degree in a related field or equivalent experience.

3+ years of operational/claims or processing experience or a combination is preferred

Proven ability to communicate effectively

Strong problem-solving skills and experience working in a fast-paced environment

Strong leadership and communication skills

Strong working knowledge of the annuity market, with specific focus on fixed, fixed indexed, and variable annuities.