Associate Claim Financial Specialist - Remote

Symetra • ,

9d • $25 - $41 • Remote

About The Position

This role is primarily responsible for processing financial transactions for the claim team such as initiating stop and void transactions, processing of lump sum payments due to underpayments, and resolving EFT failures. Other responsibilities include assisting with research in escheatment of uncashed checks and tracking and recovery of overpayments. Strong Excel skills, the ability to problem solve and think critically are important in the success of this role. As a financial specialist, the phone is essential for communicating overpayment information, repayment plan options and to ensure the stakeholder understands the necessary information. A large majority of this role is spent utilizing the phone to complete necessary job expectations.

Requirements

• High school diploma required.
• Strength with MS Office, specifically MS Excel.
• Strong organizational and customer service skills.
• The ability to work in a team environment while adapting and supporting change.
• Attention to detail, ability to multi-task, prioritize, and recognize issues.
• Ability to work with defined deadlines and practices.
• Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.

Nice To Haves

• Associate Degree or equivalent work experience preferred.
• 1-2 years of disability claim or financial training/experience preferred.
• Familiarity with disability claim management concepts is helpful but not required.

Responsibilities

• Process stop payment and void transactions within the claims system and the banking platform through referrals from both the Short Term Disability and Long Term Disability claim teams.
• Handle calculation and processing of overpayments or underpayments.
• Responsibility for preparation of communication related to overpayments or underpayments and document the claim system appropriately.
• Assist in recovery of overpayment amounts and referrals to overpayment vendors.
• Work closely with internal partners that may be impacted such as tax, reporting, claims, etc.
• Monitor daily folders for Electronic Funding Transaction (EFT) changes and failures.
• Communicate these issues via the claims system and refer update of incorrect EFT information to the claim teams.
• Assist in research of outstanding checks that reach a dormant period of six months.
• Determine if the payment is still due the payee and follow the defined process of voiding a payment or sending correspondence notification of the dormant check.

Benefits

• Flexible full-time or hybrid telecommuting arrangements
• 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Company matching for community contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree