Retirement Claims Management Specialist

Protective • Birmingham, AL

10d • $47,500 - $60,000

About The Position

The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most. At Protective Life, our Retirement Claims team plays a critical role in supporting policyholders and beneficiaries during important financial moments. As a Retirement Claims Specialist, you will manage Annuity and Life claims from initial notification through final resolution, ensuring each transaction is handled accurately, efficiently, and with care. This role requires strong analytical and problem‑solving skills, attention to detail, and the ability to navigate complex claim scenarios with a sense of urgency. You will take ownership of your claim inventory, collaborate closely with internal partners, and communicate clearly with customers and providers throughout the claims process. Success in this position means delivering consistent, high‑quality service while upholding regulatory requirements and providing a smooth, respectful experience for all parties involved.

Requirements

• 1+ years in annuity, retirement, or finance OR a bachelor’s degree in business or related field.
• Minimum 6 months experience meeting production goals in a fast-paced setting.
• Strong communication, customer service, problem-solving, and teamwork abilities.
• Ability to master multiple systems, handle diverse customers, and adapt to changing environments.
• Maintain productivity and quality above team standards while ensuring consistent communication and service throughout processes.

Responsibilities

• Work collaboratively in a team environment to support a wide variety of complex Annuity and Life claims transactions and related problem solving
• Handle customer and provider inquiries, requests, and issue resolution with accuracy and professionalism
• Provide clear and accurate information across multiple companies and a variety of insurance products
• Assist customers with diverse needs, communication styles, and temperaments while maintaining high service standards
• Process, review, and approve Annuity and Life claims up to $500,000 in accordance with company policies and procedures
• Participate in cross-training initiatives as assigned by management to maintain team flexibility and coverage
• Ensure compliance with regulatory requirements and internal controls throughout the claims process
• Perform additional duties and special projects as required to support business needs

Benefits

• In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program.
• Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day).
• The financial health of our employees is just as important as physical and emotional health.
• Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching.
• All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
• Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees