Life Claim Specialist
- Upon first notice of loss, make initial contact with the beneficiary, advisor, or legal representative to establish rapport, set expectations, review claim requirements, and answer claim related questions.
- Adjudicate complex claims including but not limited to Trusts, Foreign Deaths, Estates, Collateral Assignments and Complex Manner of Death (I.e., Homicide, Suicide, Accident, Pending Investigation, etc.)
- Assess specific client needs to determine best service requirements to deliver timely, effective, and empathetic service.
- Demonstrate care, compassion, and empathy.
- Involve advisor to assist with timely submission of claim requirements as needed, or at advisor’s request.
- Provide timely status updates and respond to customer inquiries throughout the claim experience through phone, email, written communication, etc.
- Be knowledgeable on all payment options; clearly explain and confirm with beneficiary, advisor, or legal representative as appropriate during initial and subsequent contacts.
- Assist claimant with coordinating timely receipt of pending claim requirements as needed. (i.e., death certificate, divorce decree, trust/estate documents, etc.)
- Effectively partner with independent vendors and business partners to obtain the necessary information and relevant claim inquiries needed to complete a timely and quality investigation pursuant to case specific factors.
- Be knowledgeable on requirements related to legal issues, foreign deaths, and other matters requiring further investigation or consultation. Follow referral protocol to the appropriate business support resource in a timely manner. (I.e., SIU, Legal, Underwriting, Consultant, etc.)
- Ability to recognize and understand the provisions of policy riders. (I.e., ADB, CIA, IPA, OIR, etc.)
- Provide accurate values, current and future state on varying policy types to allow for informed decisions.
- Takes initiative to analyze and compile recommendations prior to presenting questions.
- Utilize resources to approve claim for payment based on in good order requirements.
- Prioritizes and balances time, actions, resources, and initiatives to ensure results are achieved.
- Participates in initiatives, such as but not limited to problem solving, documentation, Kaizen Events, and Projects.
- 1+ years of customer service experience (or Undergrad Degree in lieu of experience)
- 1+ years experience processing and/or adjudicating claims
- High School Diploma or equivalent
- 2+ years of Examiner Experience
- College Degree
- Experience with processing and/or adjudicating Life Insurance claims
- Demonstrated history of strong performance and attendance
- Proficiency with Microsoft Office Suite
- Strong verbal and written communication skills
- Independent/critical thinking skills
- Experience in Financial Services
- Excellent communication skills and customer satisfaction results
- Well versed in customer advocacy such as demonstrating empathy and managing difficult conversations.
- Able to work in a fast paced, metric driven environment with proficiency in multitasking and navigating multiple systems
- Regular meetings with the Life Claims team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, Women, LGBTQ, Veteran and Disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
Recommended Jobs
Maintenance Mechanic
Job Description Job Description Silver City Aluminum Corp. is seeking to hire a factory maintenance worker/mechanic. Will train - must be flexible, have mechanical skills, and own tools. Maintena…
Senior Decision Support Analyst, Prospect Research
Overview The Senior Decision Support Analyst (SDSA) is a key member of the Prospect Research team at DFCI, providing critical information and tools to research colleagues, frontline staff, and …
Infant/Toddler Teacher
Job Description Job Description Are you looking to join a fun, family-feel team? Do you want to be a part of a warm but professional environment? For over 30 years, the NSJCC has been providing f…
Implementation Manager
**Please note: This is a remote position and you do not need to live in the listed city to apply. However, due to the needs of the role we are looking for candidates who are based in the US and work w…
After School Educator (2025-2026)
Cabot After School, Inc. Newtonville, Massachusetts Job Position: K-5 After School Educators (Part Time Position) - PREFERRED 5 days a week/approx. 23 hours/wk. Previous experience workin…
Licensed Therapist
Now Hiring: Licensed Therapist (LICSW, LMHC) 📍 Location: In-Person | Worcester, Massachusetts 01608 📅 Schedule: Day | Monday–Friday 📄 Job Type: Full-time 💰 Pay: $70,000-$85,00…
Retail Inventory Lead, Wrentham Village Premium Outlets
Job Description Job Description Company Description Vuori is re-defining what athletic apparel looks like: built to move and sweat in but designed with a casual aesthetic to transition into …
Discover Boston While Advancing Your Cytotech Career
CT Technologist job in Boston, MA Advance your Cytotechnologist career in vibrant Boston while exploring its rich history, iconic landmarks, and vibrant arts scene. Experience the city's unique blend…
Director of Events - Development
POSITION SUMMARY : Reporting to the Executive Director, Development, the Director of Events oversees the strategic planning and execution of fundraising-focused events for donors and prospects.…
Special Projects Coordinator
Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Bos…