Customer Operations Sr. Representative at Securian Financial Group

St Paul, Minnesota, United States

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Financial ServicesIndustries

Strong attention to detail and focus
Self-motivated and reliable
Excellent written and verbal communication skills
Comfortable working independently in a queue-based environment
Open to training; no prior life insurance experience required
Ability to work with legal documents and conduct state-level compliance research
Positive attitude and willingness to learn

Claims Briefs: Compile, distribute, and complete claim briefs based on death notifications, coordinating with internal teams to gather contract data
Beneficiary Research: Investigate and verify beneficiary information for self-administered claims using internal systems
Legal Documentation Review: Process and validate transfer of ownership and power of attorney documents, ensuring compliance with state-specific legal standards
Accounting Support: Assist with claims voucher entries to ensure accurate fund transfers and offsets
Miscellaneous Processes: Participate in weekly and quarterly operational tasks as needed