Claims specialist

iA Financial Group (Industrial Alliance)Waco, TX
Hybrid

About The Position

Build the future with us Are you driven by helping people navigate important life moments and eager to contribute to a company that helps clients feel confident and secure about their future? As a Claims Specialist, you will play a key role in supporting beneficiaries, policyholders, agents, and funeral homes by ensuring claims are set up accurately, processed efficiently, and handled with empathy and professionalism. This position is a great opportunity to showcase your customer service, communication, and problem‑solving skills while growing within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

  • Strong attention to detail
  • Excellent written and verbal communication skills
  • Strong research and problem-solving abilities
  • Ability to stay organized and prioritize effectively
  • 1+ years of customer service or administrative experience (life claims experience preferred but not required)
  • Can type 35+ WPM and learn new software systems quickly
  • Beginner, intermediate, or advanced level of English proficiency, as the role involves communicating with customers, agents, and internal teams on a regular basis.
  • Applicants must be authorized to work for any employer in the U.S. We are unable to support or take over sponsorship of employment visas at this time, including H-1B visas and participation in STEM OPT work authorizations.

Nice To Haves

  • Life claims experience

Responsibilities

  • Communicate with customers through inbound/outbound calls, written correspondence, and email to support new and existing claims.
  • Open new claims within established guidelines, including verifying in‑force coverage and gathering required documentation.
  • Explain policy coverage clearly and provide accurate information to beneficiaries and policyholders.
  • Research policy contracts to resolve questions and issues.
  • Determine when requests should be escalated to other departments or management.
  • Prepare letters and update the claims system for newly reported claims.
  • Provide follow‑up on outstanding requirements for pending claims.
  • Maintain detailed records of customer interactions, inquiries, complaints, and actions taken.
  • Maintain familiarity with company products, policies, and internal resources.
  • Assist with incoming calls and overflow work for various Claims functions.
  • Participate in special projects and assignments as needed.
  • Conduct business ethically and in compliance with all laws, regulations, and contractual obligations.

Benefits

  • Flexible Health, Dental and Vision insurance
  • 401(k) + company match
  • PTO plan
  • Employee and family assistance program
  • Ergonomic furniture program
  • Performance bonus
  • Company-Paid Term Life, AD&D Insurance, Long and Short-Term Disability Insurance
  • Company-Paid Health Advocate Benefit
  • Wellness Allowance
  • Generous Paid Time Off Plan and Holidays
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