Customer Benefit Payments Sr Rep (Hybrid)

Job Description

Position Summary:

Develops and administers all benefit and claims policies and procedures by investigating, compiling, recording and analyzing data to make claim determinations. Communicate with customers, home office staff, field personnel, and third-party representatives to provide background status, reasoning and disposition of cases.

Responsibilities include but not limited to:

• Process claims settlements
• Correspond with beneficiaries regarding their claim options and any documentation required to process the claim
• Understand the impact of any IRS, federal or state regulations, contract provisions, or department procedures that affect claim processing. Be able to communicate the impacts to affected parties
• Process the claim option requested by the beneficiary in accordance with contract provisions, all applicable regulations, and department standards
• Provide excellent customer service to beneficiaries, clients, and advisors
• Answer the backup Claims line, respond to emails, and provide responses to written correspondence
• Possess a thorough understanding of, and be able to articulate, the operation of the claims process, the options available to a beneficiary, any documentation required to process the claim, and any special circumstances that impact a claim

Qualifications:

• Excellent verbal communication skills and professional telephone manner.
• Solid organizational and time management skills to prioritize workload, adjust to changing priorities, and meet established deadlines.
• Strong attention to detail, maintaining accuracy while meeting deadlines.
• Problem-solving and analytical ability to understand the complexities of each claim situation. Includes the ability to identify issues and recommend potential solutions.
• Strong written communication skills to document information accurately and concisely.
• Strong team player with initiative to learn new tasks.

Preferred Qualifications:

• Experience servicing advisors and/or clients on the phones.
• Knowledge of retirement plans, IRS and State rules regarding tax reporting and withholding.

**This position will have a hybrid working arrangement, working in-office for a minimum of 2 days a month and for additional moments that matter.**

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you’re in a commutable distance (90 minutes) you’ll join us 2 days each month and for any additional moments that matter, in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

Preferred Skills:

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job – it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what’s important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
• Leave programs: Securian’s flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian’s 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members – including spouses, domestic partners and children – are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Environmental Health & Sustainability
• Mental Wellness and Disability
• Pride at Securian Financial
• Securian Young Professionals Network
• Securian Multicultural Network
• Securian Women and Allies Network
• Servicemember Associate Resource Group

For more information regarding Securian’s benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at Employment@Securian.com, by telephone 651-655-5522 (voice), or 711 (Relay/TTY).

Securian Financial is a drug-free workplace.

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Securian Financial roles are listed with Job Category beginning SF.

About Us

Be you. With us.

We’re a bright-thinking, hard-working team focused on growth with purpose. And with large company resources and a small company feel, it means each of us is a name, not a number. Here, every voice matters — bring us your ideas and curiosity.

Discover the best you — with us.

Great Place to Work

We are a Great Place to Work-Certified™ company for the eighth year in a row, based on company-provided data and the results of the Great Place to Work® Trust Index™ survey administered to our employees.