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Claims Specialist

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Sammons Financial Group

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Location:
United States , Sioux Falls

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Category:

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Contract Type:
Not provided

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Salary:

37650.00 - 70595.00 USD / Year

Job Responsibility:

  • Request and review claims requirements to determine coverage and finalize settlement of policy/contract benefits
  • Complete follow up on outstanding claim requirements with Agents, Policy Holders, Beneficiaries and Attorneys
  • Adhere to various legislation or settlement agreement requirements
  • Request and follow up for all outstanding claim requirements
  • Determine all requirements are met to company, state and regulatory standards before completing payment
  • Ensure all policy/contract settlements are completed within the Service Level and Quality Standard Agreements
  • Review and complete the review of data to meet all service level requirements in audits and settlement agreements
  • Request and gather medical records, legal documents, duplicate policies, etc. to assist in review for determining coverage
  • Apply department standards to escalate complex claim or benefit related requests
  • Correspond in writing and communicate via telephone to assist internal and external customers
  • Phone call handling for all Claims related calls
  • Review and complete all Benefit processing requests
  • Support the initial notification process
  • Participate in and complete all monthly balancing of department accounts
  • Follow all procedures to ensure all controls are being maintained
  • Follow up on pending claim files every 30 days in writing, or per state regulations
  • Acquire and maintain a working knowledge of company products
  • Acquire and maintain basic system, tax, procedural and compliance knowledge
  • Assist with projects that enhance productivity and system integrity
  • Track and provide customer feedback via the ACT Log
  • Provide feedback and opinions to your Manager
  • Model Core values daily and display the values within your work
  • Drive to meet/exceed all performance goals including KPIs, SLAs and other communicated standards
  • Proactively participate in daily huddle board discussions
  • Actively participate in problem solving sessions
  • Take ownership of implementing standard work and other changes
  • Continuously strive to create a positive customer experience
  • All other duties as assigned
  • Commitment to embrace Sammons Financial Group Companies shared values
  • Regular attendance is required and expected

Requirements:

  • Bachelor's Degree Preferred
  • 2-4 years' Insurance or Annuity/Life Claim experience Preferred
  • Must have the ability to communicate effectively and tactfully with agents, policyholders, beneficiaries and other staff members
  • Must have knowledge of and ability to maneuver through multiple information screens
  • Previous customer service experience preferred
  • Must have strong organizational skills
  • Ability to work efficiently and independently or in a team environment
  • Able to adapt to frequent change, including daily transition of work duties, between tasks and lines of business
  • An appreciation for detail and problem solving skills
  • Computer skills, PC, Microsoft Office
  • Excellent verbal and written communication skills
  • Criminal background check required
  • FINRA regulations require fingerprinting for this position
What we offer:
  • Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay
  • Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
  • Friday afternoons off all year long, competitive PTO, and generous number of paid holidays
  • Incentive program for defined goals subject to eligibility and performance

Additional Information:

Job Posted:
March 04, 2026

Employment Type:
Fulltime
Job Link Share:

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