Claims Specialist

Morales Professional, a morales group company; Indianapolis (IN); On-site; USD 26,000 - 37,000; Full time

Job summary

Morales Professional in Indianapolis seeks a Claims Specialist to review and process death claim transactions on annuity contracts. This full-time, on-site role is a 6-month contract-to-hire, offering stability and the opportunity to learn regulatory requirements.

You’ll work with clients, beneficiaries, agents, and advisors to ensure accuracy and compliance. Strong attention to detail and knowledge of annuities (fixed, indexed, variable) are valued, along with clear communication and a

Qualifications

• 3+ years of operational, claims, or processing experience.
• Experience with annuity products (death claims) is a plus.

Responsibilities

• Review, process, and track annuity death claim activity.
• Communicate requirements and status with beneficiaries, agents, and clients.
• Enter and verify data from claim forms and death certificates.
• Ensure compliance with regulatory, product, and policy standards.

Skills

Empathy communication

Problem solving

Leadership & empathy

Annuity market knowledge

Job description

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.

About the Role

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

Position Overview

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.

Responsibilities

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.

Claims Specialist Duties Include:

• 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.

Qualifications

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

Required Skills

• 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.

Preferred Skills

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

Pay range and compensation package

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

Equal Opportunity Statement

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