Claims Specialist

Claims Specialist

Setting/Hours: 100% In-Office | 8-5/9-6 weekly rotation

Join trak group in partnering with a growing client in Blue Ash, Ohio that’s expanding its Shared Services team. 
Client Summary
Our client is a well-established and highly respected leader in the financial services industry, specializing in products that help families plan for future funeral expenses and Medicaid eligibility. Known for its stability, strong company culture, and continued growth, the organization has earned recognition as one of the region's top workplaces and has built a reputation for providing exceptional employee benefits and long-term career opportunities.
Position Summary
We are seeking a Claims Specialist to manage the end-to-end life insurance claims process while providing exceptional customer service to policyholders, agents, funeral homes, and internal stakeholders. This role is responsible for reviewing claim documentation, calculating claim benefits, processing payments, maintaining accurate records, and ensuring compliance with policy provisions and applicable regulations. The ideal candidate is detail-oriented, organized, and thrives in a fast-paced, customer-focused environment.
Key Responsibilities Claims Administration

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  Manage the complete life insurance claims process from claim initiation through payment.
  
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  Collect and review required documentation, including proofs of death and supporting claim information.
  
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  Calculate claim benefits in accordance with policy provisions and state regulations.
  
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  Prepare claim files, supporting documentation, and claim processing records.
  
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  Verify claim payments and prepare journal entries for Accounting approval.
  
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  Process policy terminations and update policy administration systems with claim information.
  
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  Maintain accurate electronic claim files and support audit readiness.
  
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  Update claims tracking documentation and pending claims reports.
  
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  Follow up on outstanding documentation to ensure timely claim resolution.
  

Customer Service

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  Respond to inquiries from policyholders, agents, funeral homes, and beneficiaries regarding claims.
  
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  Calculate and communicate claim benefits and policy information.
  
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  Answer the main customer service line and provide professional, timely support.
  
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  Conduct policy research and resolve customer questions accurately.
  
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  Deliver a high level of customer service while handling sensitive situations with professionalism and empathy.
  

Compliance & Quality

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  Ensure claims are processed in accordance with policy provisions and applicable state regulations.
  
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  Conduct claim investigations and assist with recommendations regarding policy rescissions when appropriate.
  
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  Maintain complete, accurate documentation supporting all claim decisions.
  
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  Support internal audits and quality assurance initiatives.
  

Qualifications

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  Associate's degree or equivalent work experience required.
  
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  Previous experience in financial services required.
  
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  3–5 years of life insurance claims or policy administration experience preferred.
  
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  LOMA coursework or certification is a plus.
  
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  Strong clerical skills with exceptional attention to detail.
  
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  Experience with data entry and claims processing.
  
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  Excellent customer service and telephone communication skills.
  
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  Strong written and verbal communication skills.
  
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  Proficiency with Microsoft Office applications.
  
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  Ability to work independently in a fast-paced environment while managing multiple priorities.
  
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  Strong organizational, analytical, and problem-solving skills.
  

Ideal Candidate Profile

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  Detail-oriented professional who enjoys working with complex documentation and financial transactions.
  
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  Customer-focused individual who communicates with empathy and professionalism.
  
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  Self-starter who works independently while maintaining a high degree of accuracy.
  
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  Organized problem solver who can effectively prioritize multiple claims and deadlines.
  
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  Team player committed to delivering exceptional service and maintaining compliance with company policies and regulatory requirements.
  

Schedule

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  Full-time position.
  
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  Weekly rotating schedule: 8: 00 AM–5: 00 PM and 9: 00 AM–6: 00 PM.
  
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  Location: On-site in Blue Ash, Ohio.
  

Why Join This Opportunity

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  Join a financially stable, industry-leading organization with a long history of growth and success.
  
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  Exceptional benefits package and outstanding workplace culture.
  
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  Recognized as a top employer and one of the best places to work.
  
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  Opportunity for long-term career growth in a secure and expanding organization.
  

If you're ready to take the next step in your career and want to make an impact, partner with trak group to explore this opportunity.