Related skills
excel financial reconciliation claims processing word outlook📋 Description
- Preneed Claim Rework: Review and process adjustments to preneed claims for accuracy and timeliness.
- Check Reissues: Validate, process, and track reissued claim payments to beneficiaries and policyholders.
- Early Payoff Reversals: Analyze and execute reversals of early payoff transactions, ensuring proper financial reconciliation.
- Initial Premium Returns: Process returned initial premium payments, coordinating with relevant departments for proper documentation and refund issuance.
- Suspense Report Management: Monitor and resolve suspense account items per established timelines and controls.
- Claim System Error Resolution: Investigate, correct, and document system-related errors impacting claim payments or records.
🎯 Requirements
- Claims or financial transaction processing experience (life insurance/annuities).
- Expertise in claim adjustment workflows and financial reconciliation.
- Strong analytical skills with attention to detail.
- Proficient in claims administration systems and MS Office (Excel/Word/Outlook).
- Ability to manage multiple priorities and deadlines independently.
- Excellent written and verbal communication skills.
🎁 Benefits
- Generous benefits, including immediate 401(k) vesting with company match.
- Equity-based long-term incentives.
- AIP-based annual cash bonuses (non-sales).
- Compensation varies by location and experience.
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