Claims Specialist

Morales Professional:
At Morales Professional, we believe careers are more than jobs, they are opportunities to build better futures. As part of Morales Group, an award-winning staffing and talent solutions organization, we are committed to connecting exceptional people with organizations where they can grow, contribute, and thrive. If you're looking for a company that values integrity, collaboration, continuous improvement, and people-first leadership, we'd love to hear from you.

• Location:
  
  Indianapolis, IN
• Compensation: $23.08/ hour

Seeking a Claims Specialist to review and process death claim transactions on annuity contracts. This position’s primary focus is annuity claims while also supporting other In-Force annuity transactions. This is a full-time, on-site opportunity structured as a 6-month contract-to-hire for a detail-oriented professional who can learn and apply financial product information, internal processes, and regulatory requirements.

What You’ll Do as a Claims Specialist:
As a Claims Specialist, you’ll be responsible for reviewing, processing, and tracking annuity claim activity while supporting clients, beneficiaries, agents, and advisors with In-Force annuity requests. You’ll ensure documentation is complete and transactions meet regulatory, product, and policy standards before processing.

• Setting up the initial claim notification.
• Learning, retaining, and updating knowledge of financial product information, internal processes, and procedures while adhering to strict financial industry rules and regulations.
• Assisting with other types of Annuity In-Force transactions as needed.
• Providing information regarding contract values, request status updates, withdrawals, fund performance, outstanding requirements, and other Annuity In-Force transactions.
• Supporting Agent/Advisors and clients with Annuity In-Force requests by 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 claim settlements.
• Reviewing and entering data from annuity claim forms and death certificates into the system.
• Reviewing and verifying that required information is complete and that requests meet regulatory, product, and policy standards before processing.
• Assisting with special projects as needed.

• 3+ years of operational, claims, or processing experience, or a combination of experience, preferred.

• Proven ability to communicate effectively with empathy.
• Strong problem-solving skills and the ability to work effectively in a fast-paced environment.
• Strong leadership and communication-empathetic skills.
• Strong working knowledge of the annuity market, with specific focus on fixed, fixed indexed, and variable annuities.

• 3+ years of operational, claims, or processing experience, or a combination of experience, preferred.

• Compensation: $23.00/ hour
• Full-time, on-site position.
• Potential for long-term employment following the contract period, based on business needs and performance.

Morales Professional is an Equal Opportunity Employer and welcomes candidates from all backgrounds and experiences to apply.