Claims Examiner I

Prosperity Life Group, LLC.Austin, TX
91d

About The Position

The claims auditor is responsible for providing customer service to policy holders and beneficiaries and facilitating the claims process.

Requirements

  • Previous insurance experience preferred
  • Strong interpersonal skills
  • Must have advanced computer skills in Microsoft Office
  • High school diploma or equivalent

Nice To Haves

  • Associate’s degree strongly preferred

Responsibilities

  • Receive notification of death of policyholder
  • Process death benefits for life and annuity claims
  • Order and review policyholder files
  • Complete worksheet of policy information
  • Send information about requirements and options for payment of benefits to beneficiary or appropriate persons
  • Provide all required written correspondence in a timely, accurate and professional manner
  • Answer requests regarding policy provisions, billing, bank drafts, interest rates, cash value, and accounting
  • Calculate interest payments on death benefits where it is a state requirement
  • Calculate and report any taxable gain on annuity or life insurance distributions
  • Enter address and billing, and any other pertinent information changes into database
  • Request checks from accounting and send to beneficiary
  • Answer information calls regarding claims
  • Send follow-up notices on pending claim files
  • Send notification of death benefits to states when required
  • Perform other duties as assigned
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