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Equitable · 2 weeks ago

Death Claims Retain Access Account and Payment Analyst

United States

Full-time

Remote

Entry Level

$41K/yr - $55K/yr

2+ years exp

Equitable is a company dedicated to helping clients secure their financial well-being. The role focuses on overseeing financial processes related to Retained Access Accounts and death claims, ensuring accurate reporting and compliance with state and federal guidelines.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Overseeing Retained Access Accounts, ensuring accounts are established with accurate information, timely, and with correct values in the overnight feed. Executes manual account openings when they failed to transmit. The role is focused on the life cycle of the retained access account – which involves monitoring the entire book of Retained Access Accounts, addressing dormancy issues, coordinating fraud reports, and closing accounts if the account holder is deceased

Monthly reporting duties include preparing reports showing the total number of Retained Access Accounts opened and closed within the month, average account value, and other financial details, sharing these reports with Finance and Actuary partners

Monitoring the Returned Check Queue and the 13-month check queue, which are related to reissuing checks due to returns or stale dates. This process requires thorough research to confirm the check's status, ensuring a proper stop payment, and reissuing the check to an approved address

Processing the escheatment of death claim proceeds, which involves determining the inability to locate a beneficiary, processing the escheatment within the admin system, handling financial accounting, monitoring suspense, and completing downstream documentation for the Abandoned Property team

Research and resolve standard issues, handle escalated requests, and be recognized as a technical resource with broad knowledge of products and procedures. Independently resolve complex and sensitive casework, correspond with beneficiaries, their representatives, or Financial Professionals, and provide comprehensive information to facilitate claim payments. Providing support for offshored functions, determining appropriate beneficiaries, and identifying and obtaining requirements to process claims within state and federal guidelines

Qualification

Death Claims processCAPS system knowledgeL70 system knowledgeFinancial services experienceAnalytical ThinkingCustomer Support SystemsManaging Multiple PrioritiesResults OrientationProblem SolvingStrategic Thinking

Required

2+ years of experience in financial services industry or customer service

Preferred

Knowledge of the Death Claims process

CAPS system knowledge

L70 system knowledge

Ability to handle multiple processes and prioritize workload (organized and detail oriented)

Ability to think creatively, communicate effectively both written and verbal, and work collaboratively

Self-starter; ability to work independently with little supervision while contributing as a team member

Sound analytical, problem solving and decision making skills

Reliable with the ability to meet attendance and punctuality standards

Ability to handle sedentary nature of job

Demonstrated accountability and sense of urgency

Benefits

Medical

Dental

Vision

A 401(k) plan

Paid time off

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)