IRA​/HSA​/Death Claims Specialist

About Us: Ashland Credit Union is a non‑profit, member‑owned credit union that has been providing service for over 80 years. We empower members to achieve financial goals and provide guidance to staff, members and the community.

We have an opportunity for a role to join our MXP IRA/HSA/Death Claims Department in Ashland, KY. This position will manage and process death claims and Individual Retirement Account (IRA) transactions. The candidate will work directly with beneficiaries, family members, and other internal departments to ensure accurate, timely, and empathetic resolution of claims.

• Review and process death claims and related products.
• Verify and document beneficiary information, including beneficiary designations, death certificates, and related paperwork.
• Communicate with beneficiaries to provide guidance on the claims process, answer questions, and address concerns.
• Coordinate with internal departments (legal, controls, underwriting, etc.) to ensure compliance with company policies, regulations, and guidelines.
• Ensure timely and accurate payment of claims in accordance with company policy.
• Administer the distribution and transfer of IRA assets, process rollovers, transfers, and other IRA‑related transactions.
• Ensure compliance with IRS rules and regulations concerning IRA distributions, Required Minimum Distributions (RMDs), and beneficiary designations.
• Provide empathetic and professional customer service to beneficiaries and family members.
• Ensure a smooth and compassionate claims experience for all parties involved.
• Maintain accurate records of all claim transactions and IRA activities.
• Ensure compliance with internal audit and regulatory requirements.
• Familiarity with Traditional/IRA products.
• Exceptional customer service and communication skills, with a compassionate approach to working with clients during difficult times.

• High School Diploma or Equivalent
• Strong analytical, organizational, and time‑management skills.
• Detail‑oriented with the ability to manage multiple tasks and deadlines.

• Ability to work Monday thru Friday 8am to 5pm EST.

Ashland Credit Union is committed to building a team that represents a variety of backgrounds, perspectives, and skills. We are committed to diversity and inclusion in the workplace and do not discriminate on the basis of race, sex, age, handicap, religion, natural origin or any other basis of protected class or where prohibited by law.