Death Claims Analyst, Account and Payment
Equitable
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $41,000 - $55,000 per year
Job Level
JuniorMid-Level
About the role
- Overseeing Retained Access Accounts, ensuring accounts are established with accurate information
- Executes manual account openings when they failed to transmit
- Monitoring the entire book of Retained Access Accounts, addressing dormancy issues
- Coordinating fraud reports, and closing accounts if the account holder is deceased
- Monthly reporting duties including preparing reports showing the total number of Retained Access Accounts opened and closed within the month
- Preparing reports sharing these reports with Finance and Actuary partners
- Monitoring the Returned Check Queue and the 13-month check queue
- Processing the escheatment of death claim proceeds
- Research and resolve standard issues
- Handle escalated requests
- Provide comprehensive information to facilitate claim payments
- Providing support for offshored functions
Requirements
- 2+ years of experience in financial services industry or customer service
- Knowledge of the Death Claims process
- CAPS system knowledge
- L70 system knowledge
- Ability to handle multiple processes and prioritize workload (organized and detail oriented)
- Ability to think creatively, communicate effectively both written and verbal, and work collaboratively
- Self-starter; ability to work independently with little supervision while contributing as a team member
- Sound analytical, problem solving and decision making skills
- Reliable with the ability to meet attendance and punctuality standards
- Ability to handle sedentary nature of job
- Demonstrated accountability and sense of urgency
Benefits
- medical
- dental
- vision
- a 401(k) plan
- paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial services experienceDeath Claims process knowledgeaccount managementreport preparationproblem solvinganalytical skillsdecision making
Soft skills
organizeddetail orientedcreative thinkingeffective communicationcollaborativeself-starterindependent workaccountabilitysense of urgency