Financial Planning and Analysis

• Work directly with policyholders when they have a claim and advocate for them
• Listen, analyze problems, and guide customers through the claims process
• Educate clients/customers on card benefit insurance programs and procedures
• Review claim information and enter data using standard procedures
• Review submitted documentation for accuracy and completeness
• Investigate questionable claims in collaboration with management
• Adjudicate claims and provide settlements in accordance with laws and policy provisions
• Make claim approval/denial decisions within authority limits or escalate as needed
• Document all actions and outcomes in the system
• Strive for high performance in customer satisfaction, efficiency, and quality
• Maintain positive working relationships with internal and external stakeholders
• Support multiple client product lines and stay current with industry changes
• Complete virtual classroom training (typically ~7 weeks, M–F 8am–5pm EST)

Claims Adjuster, Financial Services

Financial Analyst

Director, Financial Planning & Analysis – GTM

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Engineering Manager – Finance