Annuity Claims Processor

Ohio National Financial Services
Full time Full day
Cincinnati, OH

What you will be doing

The Annuity Claims Processor is responsible for processing death claim transactions on annuity contracts.

Responsibilities may include, but are not limited to, the following:

  • Setting up the initial claim notification

  • Communicating requirements, settlement options and claim status with beneficiaries, agents, attorneys and customers

  • Evaluating, analyzing and investigating claims

  • Processing and approving claim payments

  • Generating settlement confirmation letters

  • Maintaining accurate and complete financial records

  • Working closely with the annuity product specialists team to assist with claims inquiries

Why we are different

  • Paid time off plus paid company holidays

  • Profit sharing plan and 401(k)

  • Paid community service hours

  • Wellness program

  • Free onsite medical clinic

  • Learn more about our associate benefits and perks focused on you

What you need to be successful

  • An associate's degree or equivalent work experience

  • Excellent verbal and written communication skills

  • Strong math aptitude, analytical ability and organizational skills with attention to detail

  • Experience in Microsoft Excel, PowerPoint and Word

  • LOMA Associate Customer Service (ACS) designation within 12 months of hire

  • Series 6 is a plus

What your work environment will look like

  • Ability to work from home with company provided equipment

  • Utilize Microsoft Teams and Zoom

  • Keep updated with what is going on with the company through emails, podcasts, videos, etc.

  • Receive management support

  • Learn more about Ohio National on our YouTube Channel

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