[Hiring] Death Claims Specialist @S3

Role Description

This role supports the death claims team within our client's retirement services division, specializing in research and communication related to death benefits.

• Assist with researching and locating beneficiaries for life insurance and retirement accounts.
• Responsible for sending claims letters and processing death benefit claims.
• Ensure high-quality service delivery through thorough research, professional written and verbal communication, and adherence to service level agreements.
• Research and locate beneficiaries using internal systems and external resources.
• Draft and send professional claims correspondence and letters to beneficiaries.
• Handle inbound and outbound phone calls to beneficiaries regarding death claims.
• Navigate internal systems to process and track death benefit claims.
• Provide clear and empathetic communication regarding sensitive death benefit matters.
• Research and resolve discrepancies related to beneficiary information.
• Maintain accurate documentation and records of all research and communication activities.
• Collaborate with team members to ensure timely resolution of death claims.
• Identify opportunities for process improvements within the claims and research workflow.
• Report key performance metrics to management.

Qualifications

• 1+ year of experience in insurance, financial services, or retirement services.
• Background in claims processing, customer service, or call center operations.
• Strong research and investigative skills with the ability to locate individuals using various resources.
• Excellent written and verbal communication skills, including professional letter drafting.
• Comfortable with outbound phone communication and explaining sensitive information to beneficiaries.
• Demonstrated problem-solving abilities and attention to detail.
• Highly self-motivated and directed.
• Strong organizational skills with the ability to prioritize tasks.
• Strong customer service orientation and empathy when handling death claims.
• Experience working in a team-oriented, collaborative environment.
• Long tenure with previous employers preferred.

Requirements

• Experience with death claims, death benefits, or beneficiary research.
• Experience with Omni or similar claims/recordkeeping systems.
• Prior experience in the retirement services or 401(k) industry.
• Call center experience in a high-volume environment.
• Healthcare sector experience.
• Experience with letter writing and professional correspondence.