Lead Retirement Recordkeeper: Death Claims Expert

Voya Financial, Inc.; Georgia; Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Hybrid schedule

Health, dental, vision insurance

401(k) Savings plan – with generous 6%

Tuition reimbursement

Paid time off

Paid volunteer time

Job summary

Voya Financial, Inc. is seeking a Lead Recordkeeper to support complex defined contribution plan clients, focusing on death claim processing and beneficiary activities.

You will review death claims, research account activity, maintain records, and prepare reports while ensuring compliance, partnering with internal/external contacts, and mentoring teammates. This role offers a hybrid work schedule and requires strong retirement plan knowledge.

Qualifications

• Bachelor's degree required.
• 6+ years of defined contribution retirement plan client service experience.
• Working knowledge of defined contribution retirement plans and SECURE Act provisions.
• Proficiency in Task Manager, OMNI, or similar recordkeeping and workflow systems.
• Strong written and verbal communication skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• Strong analytical, organizational, and problem-solving skills.
• Ability to interpret plan provisions, beneficiary designations, and regulatory requirements.
• Experience resolving complex client service and administrative issues.

Responsibilities

• Review and analyze death claim notifications to ensure requests are received in good order.
• Research participant account activity, including prior death claims and QDRO activity.
• Establish and maintain death claim identifiers and records; review distributions and other activity.
• Prepare and distribute condolence correspondence when appropriate; respond to inquiries.
• Process death claims in accordance with plan provisions and regulations; ensure accuracy.
• Maintain department productivity, quality, and accuracy standards.
• Prepare client-facing reports and required tax/compliance documentation.
• Collaborate with internal/external contacts to resolve issues; mentor junior staff.

Skills

Defined contribution

Client service

Regulatory knowledge

Communication

Analytical

Multitasking

Education

Bachelor's degree

Tools

Task Manager

OMNI

Job description

Voya Financial, Inc. is seeking a Lead Recordkeeper to support complex defined contribution plan clients, focusing on death claim processing and beneficiary activities.

You will review death claims, research account activity, maintain records, and prepare reports while ensuring compliance, partnering with internal/external contacts, and mentoring teammates. This role offers a hybrid work schedule and requires strong retirement plan knowledge.