Beneficiary Relationship Manager

TIAA • Charlotte, NC

1d • $52,500 - $76,600

About The Position

The Beneficiary Relationship Manager reviews customer needs and determines the best course of action for resolution. The role involves thoroughly researching customer needs, including reviewing records of participant interactions by phone and mail, and collaborating with departments such as Legal, Payment Operations, and IT to identify appropriate next steps.

The position ensures customer needs are documented in accordance with enterprise policy, prepares reports on account or transaction errors, and identifies and recommends internal process improvements to management. The role requires at least three years of experience in case management, customer service, or a related field. A bachelor's degree is preferred, as is five or more years of experience. The position is classified as sedentary work.

Requirements

• At least 3 years of experience in case management, customer service, or a related role.
• Interpersonal skills to handle sensitive situations with empathy and professionalism.
• Organizational and multitasking abilities.

Nice To Haves

• Bachelor’s degree in a relevant field or equivalent experience.
• At least 5 years of work experience.
• Experience in the insurance, financial services, or legal industry.
• Knowledge of estate or beneficiary settlement processes.

Responsibilities

• Review customer needs to determine the best course of action for resolution.
• Research customer needs thoroughly, including reviewing records of participant interactions by phone and mail.
• Collaborate with departments such as Legal, Payment Operations, and IT to determine the best course of action.
• Ensure customer needs are documented in accordance with enterprise policy.
• Prepare reports for account or transaction errors.
• Identify and recommend internal process improvements to management.

Benefits

• Comprehensive Total Rewards package.
• Superior retirement program.
• Competitive health, wellness, and work-life offerings.
• Compensation may include participation in a performance-linked incentive program, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level