Customer Operations Sr Rep (Hybrid)
About The Position
Are you detail-oriented, self-motivated, and looking for a role that offers deep exposure to life insurance operations and cross-functional collaboration? Join our Customer Operations team as a Senior Representative, where you’ll play a critical role in supporting claims processing, legal documentation review, and beneficiary tracking. This position is ideal for someone who thrives in a structured, queue-based environment and enjoys solving complex administrative challenges with precision and care. You’ll be part of a small, high-performing team that values autonomy, reliability, and continuous learning. This role offers strong networking potential across support services and claims teams.
Requirements
- Strong attention to detail and focus.
- Self-motivated and reliable.
- Excellent written and verbal communication skills.
- Comfortable working independently in a queue-based environment.
- Open to training; no prior life insurance experience required.
- Ability to work with legal documents and conduct state-level compliance research.
- Positive attitude and willingness to learn.
Nice To Haves
- Claims Review
- Insurance Claim Handling
- Insurance Claims
- Legal Document Review
Responsibilities
- Compile, distribute, and complete claim briefs based on death notifications, coordinating with internal teams to gather contract data.
- Investigate and verify beneficiary information for self-administered claims using internal systems.
- Process and validate transfer of ownership and power of attorney documents, ensuring compliance with state-specific legal standards.
- Assist with claims voucher entries to ensure accurate fund transfers and offsets.
- Participate in weekly and quarterly operational tasks as needed.
Benefits
- Paid time off
- Flexible leave programs (parental leave, caregiver leave for family members, bereavement and military leave)
- Nine company paid holidays
- Company-funded pension plan
- 401(k) retirement plan with company contribution
- Medical, dental, and vision coverage from the first day of employment
- Volunteer paid time off
- Dollar-for-dollar matching gift program
- Associate Resource Groups
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
