Claims Specialist
Unified
Salary undisclosed
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Description
The In-Force, Claims Processor position is responsible for the reviewing and processing of death claim transactions on
annuity contracts. This position’s primary focus is annuity claims but will also be required to assist with other types of
transactions related to In-Force annuity responsibilities.
How You’ll Contribute:
- Setting up the initial claim notification
- Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations.
- Assist with processing other types of Annuity In-Force transactions as needed
- Provide information regarding contract values, request status updates, withdrawals, fund performance, outstanding requirements, and any other transaction related to Annuity In-Force
- Support both Agents/Advisors and Clients with all Annuity In-Force requests via 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 all claim settlements
- Review and input data into the system for annuity claim forms and death certificates
- Review and verify all required information is complete and ensure the request meets regulatory, product, and policy standards before processing.
- Assist in special projects as needed.
What We’re Looking For:
- Bachelor’s degree in a related field or equivalent experience.
- 3+ years of operational/claims or processing experience or a combination is preferred
- Proven ability to communicate effectively
- Strong problem-solving skills and experience working in a fast-paced environment
- Strong leadership and communication skills
- Strong working knowledge of the annuity market, with specific focus on fixed, fixed indexed, and variable annuities.
About this role
Unified is hiring a Claims Specialist in Indianapolis to process death claims on annuity contracts. You'll handle the full lifecycle of claim transactions—from initial setup through payment approval—while managing communications with beneficiaries, agents, attorneys, and clients via phone and email. The role requires you to verify that all documentation meets regulatory and policy standards, input data into systems, generate settlement letters, and track settlements. You'll also support other annuity-related transactions and assist with special projects as needed.
This position calls for someone with at least three years of operational, claims, or processing experience, ideally paired with a bachelor's degree in a related field. You'll need strong knowledge of annuity products—particularly fixed, fixed indexed, and variable annuities—along with the ability to learn and retain complex financial product information and internal procedures. The role demands effective communication, solid problem-solving skills, and comfort working in a fast-paced environment while adhering to strict financial industry regulations.
This is a contract position based in Indianapolis requiring in-office work. It suits someone with claims or operational processing background who wants to specialize in annuity administration and can manage multiple stakeholder communications while maintaining accuracy under regulatory scrutiny.
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Claims Specialist postings in Indianapolis, and analyze any offer before you accept it.
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