Annuity Claims Processor

The Annuity Claims Processor will be helping families by managing and processing death claim transactions on annuity contracts. Your attention to detail and care will ensure that each claim is handled efficiently and with compassion.

Your role and impact

Here's a glimpse of your responsibilities and the meaningful impact you'll create as an Annuity Claims Processor:

Setting up the initial claim notification

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

Evaluating, analyzing, and investigating claims

Processing and approving claim payments

Generating settlement confirmation letters

Maintaining accurate and complete financial records

Working closely with the annuity product specialists' team to assist with claims inquiries What's in it for you

Competitive pay: Fair compensation for your hard work.

Healthcare coverage: Comprehensive medical, dental, and vision from day one.

Life insurance: Company-paid coverage for you and your loved ones.

401(k) plan: Matching contributions to help secure your financial future.

Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.

Work-life balance: Flexible time-off policy to recharge and pursue passions.

Dress for your day: Express your style comfortably at work.

Diversity and inclusion: A respectful environment that values unique contributions.

Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.

Well-being focus: Programs to support a healthy balance between work and home life.

Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth. We're passionate about fostering an inclusive environment where everyone can thrive. Even if you don't meet every requirement, we encourage you to apply--your unique skills and experiences might make you the perfect fit for this role or another opportunity within our company.

What sets you up for success

An associate degree or equivalent work experience

Excellent verbal and written communication skills

Strong math aptitude, analytical ability, and organizational skills with attention to detail

Experience in Microsoft Excel, PowerPoint, and Word

LOMA Associate Customer Service (ACS) designation within 12 months of hire

Series 6 a plus

Onsite Training:

2 months in office for 5 days a week

Hybrid Schedule after training:

Mon, Fri - WFH

Tues-Thurs - in office