Retirement Claims Examiner

Job Opportunity: Retirement Claims Examiner at Southern Farm Bureau Life Insurance Company

Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As the Training Specialist, you’ll be an essential part of our team, contributing to the success of our organization. The job level and compensation will be commensurate with experience.

Location: Jackson, MS

Role and Responsibilities: The Retirement Claims Examiner has an area(s) of expertise but also cross trains in all aspects of retirement products. The Retirement Claims Examiner examines all claims in assigned states and grants final approval of claims within limits. The Claims Examiner also recommends payments beyond limits and recommends claim denials.

Your responsibilities will include:

• Examine Annuity and RPS claim types as assigned. Calculate and pay benefits due within designated authority limits.


• Review death claim notices in assigned states and analyze entire policy file to verify rightful payee and release appropriate claim forms. Authorize $5,000, $10,000, $15,000or $20,000 immediate payments to beneficiaries when appropriate requirements are met.


• Communicate daily with agency force, insureds, beneficiaries, law enforcement authorities, investigative agencies, attorneys, reinsurance companies, funeral homes, medical offices, etc., regarding claims.


• Handle problem claims and conflicts when necessary.


• Confer with legal counsel on adverse claims/claims requiring litigation.


• Follow up on pending claims.


• Approve correspondence prepared by the Intake Specialist and/or Claims Service Representative.


• Maintain complete and accurate documentation of claim files.


• Give depositions and court testimony in claim related litigation when necessary.

Qualifications:
• Bachelor’s degree or two years Retirement and Tax experience and FLMI
• 3+ years experience working with AI models and frameworks, data management tools and data platforms
• Basic insurance knowledge preferred
• In-depth knowledge of tax laws as they pertain to SFBLIC annuity and RPS products.
• Prior customer service experience preferred
• Basic computer knowledge
• Excellent judgement and communication skills(oral and written)
• Ability to multi-task
• Excellent organizational skills

Employee Benefits: We value our employees’ well-being and offer a comprehensive benefits package:

1. Health Insurance:
   
   
   
   • Comprehensive coverage for employees and their families.
   
   
   • Access to an onsite clinic, preventive care, and prescription drugs.
   
   
   • Mental health coverage and an Employee Assistance Program.
   
   
   
   


2. Active Lifestyle Rewards Program:
   
   
   
   • Incentives for maintaining an active lifestyle.
   
   
   • Rewards for participating in fitness challenges and wellness activities.
   
   
   
   


3. Weight Management Programs:
   
   
   
   • Customized weight management plans.
   
   
   • Support for achieving and maintaining a healthy weight.
   
   
   
   


4. Employee Engagement:
   
   
   
   • Opportunities to connect with colleagues.
   
   
   • Fun teambuilding activities.
   
   
   
   


5. Annual events for employees and their families
   
   
   
   • Company Picnic, Thanksgiving lunch, Christmas Reception.
   
   
   • Family Fun Night
   
   
   
   


6. Onsite Cafe:
   
   
   
   • Convenient access to nutritious meals.
   
   
   • Promoting healthy eating habits.
   
   
   
   


7. Learning & Development:
   
   
   
   • Continuous learning opportunities.
   
   
   • Tuition reimbursement for further education.
   
   
   
   


8. Mentorship Programs:
   
   
   
   • Pairing employees with mentors.
   
   
   • Professional growth and guidance.
   
   
   
   


9. Promotional Opportunities:
   
   
   
   • Advancement within the company.
   
   
   • Career growth prospects.
   
   
   
   


10. Life Insurance and Company-Funded Pension:
    
    
    
    • Financial security for employees and beneficiaries.
    
    
    • Retirement planning.
    
    
    
    


11. Volunteer Days:
    
    
    
    • Paid time off for volunteering.
    
    
    • Contributing to the community.