Retirement Claims Specialist

Job Summary

A company is looking for a Retirement Claims Management Specialist.

Key Responsibilities:

• Manage Annuity and Life claims from initial notification through final resolution
• Handle customer and provider inquiries and issue resolution with accuracy and professionalism
• Ensure compliance with regulatory requirements and internal controls throughout the claims process

Required Qualifications:

• 1+ years in annuity, retirement, or finance experience or a bachelor's degree in business or related field
• Minimum 6 months experience meeting production goals in a fast-paced setting
• Ability to master multiple systems and handle diverse customers
• Maintain productivity and quality above team standards
• Participate in cross-training initiatives as assigned by management