As a member of the Money Out/Claims team, you will be tasked with processing a variety of transactions disbursing funds to our participants. This can include loans, non-periodic distributions, periodic distributions, systematic withdrawals, or claim payouts. This would include strong communication and collaboration with colleagues across various internal departments, or support of written communication directly to our advisors and participants. Additionally, maintaining high quality outputs and supporting a strong control environment are crucial for the role. Claims support also extends to supporting the notice of death process.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees