Remote Annuity Claims Specialist

Synergistic Systems Inc; Charlotte (NC); Remote; USD 70,000 - 90,000; Full time

Job summary

Synergistic Systems Inc is hiring on behalf of a major Life Insurance carrier for a remote Annuity Claims Specialist. The role reviews contestable annuity claims and evaluates MIB inquiries for an existing book of business, with a focus on underwriting and reinstatement processes.

Ideal candidates have 4+ years in annuity claims, strong communication, and the ability to work independently. Bachelor’s degree or equivalent is required; CAS/LACP/CAA certifications are a plus.

Qualifications

• 4+ years of Annuity Claims experience.
• Strong product knowledge of annuities and life insurance.
• Excellent verbal and written communication skills.
• Independent work with minimal supervision.
• Experience with MS Office products.
• Certified Annuity Specialist (CAS), Life and Annuity Certified Professional (LACP) or Certified Annuity Advisor (CAA) is a plus.
• Bachelor's degree or equivalent combination of education/experience.
• Nice to have experience with the Resonant underwriting platform.

Responsibilities

• Review contestable death claims related to annuities and evaluate MIB inquiries.
• Evaluate cause of death and underwriting history to determine policy reinstatement.
• Run MIB checks and report MIB codes.
• Route claims and reinstatement inquiries to underwriting queue; use secure email.
• Use multiple proprietary systems to process claims.

Skills

Verbal and written communication

Multitasking

Analytical thinking

Investigative mindset

Learn new systems quickly

MS Office proficiency

Life insurance knowledge

Annuity Claims experience

Independent work

Certifications (CAS/LACP/CAA) a plus

Education

Bachelor's degree or equivalent

Tools

Resonant underwriting platform

Job description

Synergistic Systems Inc is hiring on behalf of a major Life Insurance carrier for a remote Annuity Claims Specialist. The role reviews contestable annuity claims and evaluates MIB inquiries for an existing book of business, with a focus on underwriting and reinstatement processes.

Ideal candidates have 4+ years in annuity claims, strong communication, and the ability to work independently. Bachelor’s degree or equivalent is required; CAS/LACP/CAA certifications are a plus.