Financial Operations Specialist

1 day ago


Whitewater, Wisconsin, United States Securian Financial Group Full time

At Securian Financial, a Fortune 500 company, we provide life insurance, investment products, and other financial services. We are seeking a Premium Reconciliation Representative to join our Madison, WI branch office location.

The successful candidate will be responsible for handling customer service-related inquiries that come to the Madison Branch Office (MBO). This includes communicating with employers, employees, Wisconsin Department of Employee Trust Funds staff, and Home Office associates to resolve inquiries and solve problems regarding insurance plan provisions and administrative procedures.

A key aspect of this role is auditing and processing retirement certifications of coverage, reconciling monthly premiums for local and state government employers, annuitants, and directly billed insured, and verifying eligibility for conversions to individual policies.

To excel in this position, you should have at least 2 years' experience in office administration and customer service, as well as experience working with accounting, payment reconciliation, or related fields. Familiarity with Wisconsin Statutes and Wisconsin Administrative Code Rules applicable to the Wisconsin Public Employers Group Life Insurance Program is also beneficial.

This opportunity requires on-site work in our Madison Branch Office (in Fitchburg, WI) 5 days a week (Monday - Friday).

We offer competitive base pay and incentive pay (details can be discussed with a member of the Securian Financial Talent Acquisition team). Our benefits package includes a company-funded pension plan, a 401(k) retirement plan, medical, dental, and vision coverage, and flexible leave programs. We prioritize community involvement and promote a positive work-life balance.

Salaried roles like this one typically come with an estimated annual salary range of $55,000 - $80,000 based on location and experience, although exact compensation details may vary depending on factors such as performance and qualifications.



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