
IRA/HSA/Death Claims Specialist
Ashland Credit Union
full-time
Posted on:
Location Type: Office
Location: Ashland • Kentucky • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Manage and process death claims and IRA transactions
- Review and process death claims and related products
- Communicate with beneficiaries and provide guidance on claims
- Administer distribution and transfer of IRA assets
- Maintain accurate records of claim transactions
Requirements
- High School Diploma or Equivalent
- Strong analytical, organizational, and time management skills
- Detail-oriented with the ability to manage multiple tasks and deadlines
- Problem solving skills
Benefits
- Exceptional service to members
- Community guidance
- Non-profit member-owned structure
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
analytical skillsorganizational skillstime management skillsdetail-orientedproblem solving skills
Certifications
High School DiplomaEquivalent