Associate Claim Financial Specialist - Remote
Crunch FitnessAbout the role
Symetra has an exciting opportunity to join our growing team as an Associate Financial Claims Specialist!
About the role
This role is primarily responsible for processing financial transactions for the claim team such as initiating stop and void transactions, processing of lump sum payments due to underpayments, and resolving EFT failures. Other responsibilities include assisting with research in escheatment of uncashed checks and tracking and recovery of overpayments. Strong Excel skills, the ability to problem solve and think critically are important in the success of this role.
As a financial specialist, the phone is essential for communicating overpayment information, repayment plan options and to ensure the stakeholder understands the necessary information. A large majority of this role is spent utilizing the phone to complete necessary job expectations.
What you will do
- Process stop payment and void transactions within the claims system and the banking platform through referrals from both the Short Term Disability and Long Term Disability claim teams.
- Handle calculation and processing of overpayments or underpayments. Responsibility for preparation of communication related to overpayments or underpayments and document the claim system appropriately. Assist in recovery of overpayment amounts and referrals to overpayment vendors. Work closely with internal partners that may be impacted such as tax, reporting, claims, etc.
- Monitor daily folders for Electronic Funding Transaction (EFT) changes and failures. Communicate these issues via the claims system and refer update of incorrect EFT information to the claim teams.
- Assist in research of outstanding checks that reach a dormant period of six months. Determine if the payment is still due the payee and follow the defined process of voiding a payment or sending correspondence notification of the dormant check.
Why work at Symetra
“I feel welcome and included at Symetra every day and I really believe you can be you at Symetra." - Megan H., Deputy Chief Compliance Officer
"I am grateful to be here and I know how blessed I am to work for a company that truly cares about me as a person". - Nancy R., Sr. Investment Fund Analyst
What we offer you
We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.
- Flexible full-time or hybrid telecommuting arrangements
- Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
- Paid time away including vacation and sick time, flex days and ten paid holidays
- Give back to your community and double your impact through our company matching
- Want more details? Check out our Symetra Benefits Overview
Compensation
Hourly Range: $24.62 – $41.04 plus eligibility for annual bonus programs
QualificationsWho you are
- Associate Degree or equivalent work experience preferred.
- 1-2 years of disability claim or financial training/experience preferred.
- Strength with MS Office, specifically MS Excel.
- Familiarity with disability claim management concepts is helpful but not required.
- Strong organizational and customer service skills.
- The ability to work in a team environment while adapting and supporting change.
- Attention to detail, ability to multi-task, prioritize, and recognize issues.
- Ability to work with defined deadlines and practices.
- High school diploma required.
At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute.
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