Location Designation: Fully Remote 

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.

 

Role Overview:

The FACT Team Leader is responsible for directing a specialized team within the Group Disability Claims department, focusing on timely and effective collection of overpayments, collaboration and coordination with vendors, active follow up on offsets (e.g., Social Security Disability Insurance [SSDI], Workers’ Compensation, pension, third party, etc.), earnings calculations, and claims-related financial coding. The FACT Team Leader ensures their team is achieving operational goals of precise and timely execution of financial components within the claims process while maintaining compliance with regulatory and internal standards. This role plays a vital part in supporting the organization's commitment to delivering excellent service and ensuring financial integrity in disability claims handling.

What You'll Do:

Leadership & Team Management

• Provide day-to-day supervision, guidance, and coaching to group of team members
• Support the development and ongoing oversight of clear goals and expectations
• Regularly collaborate across FACT with a focus on overall success.
• Provide transparent communication so teams can make informed decisions.
• Oversee workload distribution to maintain operational efficiency and meet key performance metrics.
•  Conduct regular performance evaluations, support team development, and foster employee engagement.
• Develop high performing team by providing growth opportunities, coaching and candid feedback to help others continue to learn and grow.
• Cultivate a culture of accountability, inclusion, and continuous improvement.
• Work closely with FACT Director on customer and organizational opportunities.
• Demonstrate Enterprise Mindset by acting in the best interest of the entire company

Operational Oversight

• Ensure overpayments are accurately calculated and recovered in accordance with group policy provisions and legal requirements.
• Supervise the proper application and recalculation of various offsets (e.g., SSDI, retirement, workers’ compensation, etc.).
• Oversee earnings calculations and confirm that all claims are accurately documented in internal systems.
• Collaborate with audit, finance, legal, and compliance teams to uphold data accuracy and mitigate risk.

Process Improvement & Quality Control

• Analyze operational trends and root causes in overpayment and offset issues.
• Recommend and lead process enhancements to reduce errors and increase productivity.
• Empower decision-making at the right level while promoting accountability and ownership of outcomes.
• Develop, monitor, and report on quality assurance metrics; conduct audits to ensure adherence to established guidelines.

Stakeholder Collaboration

• Act as the primary point of contact for escalated issues from internal teams and external stakeholders.
• Liaise with policyholders, brokers, and customer service teams to explain financial calculations, overpayments and offset amounts clearly and professionally.
• Represent the team in strategic initiatives, cross-functional meetings, and special projects.

What You'll Bring:

Education & Experience

• Bachelor’s degree in business, insurance, or a related field, or equivalent professional experience.
• Minimum of 5 years in disability claims operations, with demonstrated expertise in handling overpayments, offsets