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Manager, Unclaimed Property Compliance
GlobeLife. Coordinate with internal departments including Regulatory, Data & Analytics, Internal Audit, Claims, Accounting, and Actuary, as well as external vendors and legal counsel.
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Coordinate with internal departments including Regulatory, Data & Analytics, Internal Audit, Claims, Accounting, and Actuary, as well as external vendors and legal counsel.
- Develop and maintain proficiency with Company databases across multiple subsidiaries, SQL policy searches within the Unclaimed Property Database, including state-mandated Lost Policy Searches.
- Assess and analyze match files returned from third party vendor.
- Continuously monitor policies to determine whether there has been a change in the policy status.
- Perform mandatory outreach on policy matches, monitor to determine if new outreach addresses should be obtained.
- Coordinate with Unclaimed Property Accounting to ensure properties are escheated per the statutory requirements.
- Work with Audit Firms to gather and provide required policy information for specified audit period.
- Monitor, track and adhere to all state-mandated search and reporting deadlines.
- Manage full-time employees and contractors.
- Collaborate with Data & Analytics Department to develop automated processes and reduce manual processes.
Requirements
What you’ll need- Bachelor's degree.
- Management experience.
- Prior work experience in unclaimed property or claim-handling at a life insurance company.
- Proficient in SQL and Excel with a demonstrable ability to work with large data sets across multiple formats and software tools.
- Must possess a working knowledge of the software used in the Legal Department including, but not limited to LetterWriter, Accurint, Workday, Microsoft Office (Word, Outlook, Access, Excel), and internet searches.
- Working knowledge of Unclaimed Property statutes and regulatory requirements.
- Data analytic skills.
- Ability to read and write and monitor for any issues/changes.
- Ability to understand complex data sets.
- Soft skills including maintaining discretion and confidentiality, decision-making, exercising sound judgment, successful interpersonal communications via phone, chat, email, etc., and effective time-management to meet deadlines.
Benefits
Comp & perks- Competitive compensation designed to reflect your expertise and contribution.
- Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
- Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
- Paid holidays and time off to support a healthy work-life balance.
- Parental leave to help our employees welcome their new additions.
- Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
- Company-paid counseling for assistance with mental health, stress management, and work-life balance.
- Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
- Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SQLExceldata analyticsdata managementpolicy analysisoutreach managementaudit coordinationstatutory compliancelarge data set analysisautomated process development
Soft Skills
discretionconfidentialitydecision-makingsound judgmentinterpersonal communicationtime managementmonitoringproblem-solvingcollaborationadaptability
Certifications
Bachelor's degree