Annuity Claims - Claims Representative

About the role

Are you naturally curious, detail-oriented, and energized by solving complex problems? We're looking for a Claims Representative who thrives in a fast-paced environment and enjoys investigating, analyzing information, and making decisions that matter. In this role, you'll evaluate claims, determine coverage, gather critical information, and help customers navigate important life events with professionalism and empathy. No two days are the same. You'll work with claimants, agents, financial institutions, and internal partners to assess claims, interpret policy provisions, and reach fair, timely, and accurate decisions.

Responsibilities

• Investigate and analyze Annuity Claims
• Analyze coverage, policy language, contracts, and supporting documentation
• Gather and evaluate information from internal and external sources to make informed claim decisions
• Communicate effectively with claimants, agents, financial institutions, and business partners
• Manage a high-volume workload while maintaining quality standards and service commitments
• Identify coverage concerns, potential fraud indicators, and claims requiring escalation
• Prepare professional written correspondence and explain claim decisions clearly and confidently
• Continuously seek opportunities to improve processes, efficiencies, and customer outcomes

Requirements

• Strong investigative, analytical, and decision-making skills
• Excellent written and verbal communication abilities
• Exceptional attention to detail and organizational skills
• The ability to manage competing priorities independently
• A customer-focused mindset with a passion for delivering outstanding service
• Sound judgment, critical thinking, and a commitment to accuracy

Why This Role Matters

As a Claims Representative, you'll do more than review paperwork. You'll help people through challenging situations, make meaningful decisions, and play a key role in delivering the service and support our customers depend on. If you're someone who enjoys finding answers, solving problems, and making an impact, we'd love to hear from you.

Benefits

• Multiple medical plan options, dental and vision coverage
• Basic life insurance and health savings accounts
• Company-funded 401(k) plan
• Paid time off and holidays
• Inclusive, people-first culture valuing flexibility, work-life balance, professional growth, and casual dress