Claims Specialist

About the Role: Claims Specialist 6-Month Contract-to-Hire | Full-Time | On-Site

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 Contract Details 6-month contract-to-hire opportunity. Full-time, on-site position. Potential for long-term employment following the contract period, based on business needs and performance. Send your resume to Kelsie Anderson: kanderson@moralesgroup.net Equal Opportunity Statement Morales Professional is an Equal Opportunity Employer and welcomes candidates from all backgrounds and experiences to apply.