Claims Specialist
Unified Life Insurance Company · Indianapolis, IN · 1 mo ago
FinanceContract
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 notificationLearning, 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 neededProvide information regarding contract values, request status updates, withdrawals, fund performance, outstanding requirements, and any other transaction related to Annuity In-ForceSupport both Agents/Advisors and Clients with all Annuity In-Force requests via phone and emailCommunicating requirements, settlement options, and claim status with beneficiaries, agents, attorneys, and clientsProcessing and approving claim payments, generating settlement confirmation letters, and tracking all claim settlementsReview and input data into the system for annuity claim forms and death certificatesReview 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 preferredProven ability to communicate effectivelyStrong problem-solving skills and experience working in a fast-paced environmentStrong leadership and communication skillsStrong working knowledge of the annuity market, with specific focus on fixed, fixed indexed, and variable annuities.