Senior Customer Operations Representative

• Compile, distribute, and complete claim briefs based on death notifications
• Coordinate with internal teams to gather contract data
• Investigate and verify beneficiary information for self-administered claims using internal systems
• Process and validate transfer of ownership and power of attorney documents
• Ensure compliance with state-specific legal standards
• Assist with claims voucher entries to ensure accurate fund transfers and offsets
• Participate in weekly and quarterly operational tasks as needed
• Collaborate across support services and claims teams

• Strong attention to detail and focus
• Self-motivated and reliable
• Excellent written and verbal communication skills
• Comfortable working independently in a queue-based environment
• Open to training; no prior life insurance experience required
• Ability to work with legal documents and conduct state-level compliance research
• Positive attitude and willingness to learn

Demonstrates strong attention to detail and the ability to process legal documents while ensuring compliance with state-specific standards. Capable of collaborating effectively across teams and managing claims-related tasks in a queue-based environment.

• Attention To Detail
• Legal Document Processing
• State-Level Compliance Research
• Claims Management
• Written And Verbal Communication

• Claims Processing
• Data Compilation
• Beneficiary Verification
• Ownership Transfer Processing
• Power Of Attorney Document Validation

• Self-Motivated
• Reliable
• Positive Attitude
• Willingness To Learn

• Life Insurance
• Compliance Standards
• Claims Voucher Entries
• Contract Data Coordination