Claims Specialist
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-10-05
Listing for:
Unified Life Insurance Company
Full Time
position Listed on 2026-10-05
Job specializations:
-
Insurance
Banking & Finance, Financial Advisor / Consultant, Risk Manager/Analyst -
Finance & Banking
Banking & Finance, Financial Services, Financial Advisor / Consultant, Risk Manager/Analyst
Job Description & How to Apply Below
How You’ll Contribute
- Setting up the initial claim notification
- Learning, retaining, and updating one’s knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations.
- Assist with processing other types of Annuity In-Force transactions as needed
- Provide information regarding contract values, request status updates, withdrawals, fund performance, outstanding requirements, and any other transaction related to Annuity In-Force
- Support both Agents/Advisors and Clients with all Annuity In-Force requests via phone and email
- Communicating requirements, settlement options, and claim status with beneficiaries, agents, attorneys, and clients
- Processing and approving claim payments, generating settlement confirmation letters, and tracking all claim settlements
- Review and input data into the system for annuity claim forms and death certificates
- Review and verify all required information is complete and ensure the request meets regulatory, product, and policy standards before processing.
- Assist in special projects as needed.
- Bachelor’s degree in a related field or equivalent experience.
- 3+ years of operational/claims or processing experience or a combination is preferred
- Proven ability to communicate effectively
- Strong problem-solving skills and experience working in a fast-paced environment
- Strong leadership and communication skills
- Strong working knowledge of the annuity market, with specific focus on fixed, fixed indexed, and variable annuities.
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