Transaction Processing Specialist
3 weeks ago
As a key member of our team, you will be responsible for implementing new business cases, processing death claims, and providing administrative support to the Non-Qualified Analytics department. Your interactions will be with various internal stakeholders, external advisors, insurance carriers, and broker/dealer partners.
Key Responsibilities:
- Create new business implementation packets for the issuance of new company-owned life insurance (COLI) cases
- Assist parties with acquiring and completing required forms and documentation
- Request death certificates from state agencies and create death claim packets to process payment of COLI death benefits
- Maintain New Business and Death Claim trackers in Excel
- Communicate with internal and external clients through clear, respectful communications, including resolution of complex questions
- Enter processed transactions in the Broker/Dealer database
Requirements:
- 3+ years of previous experience in customer service and transaction processing (preferred)
- Associate's Degree or equivalent work experience
- Proficiency in Microsoft Office suite
What Sets You Apart:
- Excellent verbal and written communication skills
- Ability to tailor communication for the appropriate situation
What We Offer:
- Medical, dental, vision, and life insurance
- Retirement savings - 401(k) plan with generous company matching contributions
- Tuition reimbursement up to $5,250/year
- Business-casual environment with the option to wear jeans
- Generous paid time off, including paid holidays and floating holidays
- Paid volunteer time - 16 hours per calendar year
- Leave of absence programs, including paid parental leave and FMLA
Base Salary Range:
$50,000 - $69,775.00
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