We are hiring an experienced Unclaimed Property Specialist with strong annuity industry knowledge and excellent analytical skills. This role is responsible for managing end-to-end unclaimed property processes, ensuring compliance with state regulations, handling reporting activities, reimbursements, audits, and supporting internal teams with high-quality service and process improvements.
Key Responsibilities:
Manage and monitor unclaimed property processes from intake through state reporting and reimbursements.
Coordinate with business units and TPAs to ensure accurate data and fund imports into TrackerPro.
Maintain compliance with regulatory requirements and strict deadlines.
Support audits, perform quality checks, and conduct monthly self-audits.
Assist with system testing, process improvements, and team training/support.
Communicate with government entities regarding filings and reimbursement requests.
Requirements:
3+ years of experience in the annuity industry.
Strong analytical, organizational, and research skills.
Excellent attention to detail and ability to manage multiple priorities.
Proficiency in Microsoft Excel, Outlook, and Word.
Strong written and verbal communication skills.
Ability to work independently and collaboratively in a remote environment.
Numbers & Facts
Location
Houston, TX (Remote)
Skills
Analysis Skillsunmatched
Annuitiesunmatched
Auditingunmatched
Communication Skillsunmatched
Data Qualityunmatched
Detail Orientedunmatched
Governmentunmatched
Internal Auditunmatched
Maintain Complianceunmatched
Microsoft Excelunmatched
Microsoft Outlookunmatched
Microsoft Wordunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Process Improvementunmatched
Quality Assurance Methodologyunmatched
Regulatory Complianceunmatched
Regulatory Reportsunmatched
Regulatory Requirementsunmatched
Reimbursementunmatched
Research Skillsunmatched
State Laws and Regulationsunmatched
System Testunmatched
Testingunmatched
Time Managementunmatched
Writing Skillsunmatched
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