Senior Annuity Claims & Payments Specialist

Unified Life Insurance Company; Indianapolis (IN); On-site; USD 60,000 - 75,000; Full time

Job summary

Unified Life Insurance Company seeks an experienced Claims Analyst to support Annuity In-Force processing and beneficiary communications. You will set up initial claim notifications, review data for regulatory and policy standards, and collaborate with agents, clients, and attorneys to resolve inquiries.

Ideal candidates have a bachelor’s degree or equivalent experience, 3+ years in claims or processing, and strong communication, problem‑solving, and leadership skills, with solid knowledge of

Qualifications

• Bachelor’s degree or equivalent experience required.
• 3+ years of operational/claims or processing experience preferred.
• Proven ability to communicate effectively.
• Strong problem-solving skills and experience in a fast-paced environment.
• Strong leadership and communication skills.
• Strong working knowledge of the annuity market, focusing on fixed, fixed indexed, and variable annuities.

Responsibilities

• Set up the initial claim notification and manage related data entry.
• Learn, retain, and update knowledge of financial products and internal processes per regulations.
• Assist with processing other Annuity In-Force transactions as needed.
• Provide information on contract values, status updates, withdrawals, fund performance, and settlements for Annuity In-Force.
• Support Agents/Advisors and Clients with Annuity In-Force requests via phone and email.
• Communicate requirements, settlement options, and claim status with beneficiaries, agents, attorneys, and clients.
• Process and approve claim payments, generate settlement letters, and track settlements.
• Review data for annuity claim forms and death certificates in the system.
• Ensure information is complete and compliant with regulatory, product, and policy standards before processing.
• Assist in special projects as needed.

Skills

Communication skills

Problem-solving

Leadership

Knowledge of annuity market

Education

Bachelor's degree or equivalent experience

Job description

Unified Life Insurance Company seeks an experienced Claims Analyst to support Annuity In-Force processing and beneficiary communications. You will set up initial claim notifications, review data for regulatory and policy standards, and collaborate with agents, clients, and attorneys to resolve inquiries.

Ideal candidates have a bachelor’s degree or equivalent experience, 3+ years in claims or processing, and strong communication, problem‑solving, and leadership skills, with solid knowledge of