Sr. Insurance Associate

Job description

Description and Requirements

• Process death for Structured Settlements and Income Annuities Processing the Death of the Annuitant in the system as per the request coming from Bene or Contingent Annuitant Transaction processing using multiple applications and doing thorough research for accurate processing
• Verify all necessary documents and details before processing any transaction and take the decision to complete, Pend, or refer the case
• Understand and interpret the handwritten documents from US customers Through email address outreach (group email box) reach out to customers claim packages through sending out templatized emails
• Review and process updates on deferred death notifications received in the prior month Assign cases to the admins and reviewers for processing
• Process Abandoned Property transactions for Annuities and investments.

Processing the steps as per the SOPs & QRGs and conducting comprehensive research of the prior required actions taken on the transaction Transaction processing using multiple applications and records. Verify all necessary documents, details, and history of the case and decide to process accordingly. Interpret the documents, especially handwritten information