Penn Mutual · 15 hours ago
Sr Claims Examiner II
Penn Mutual has been empowering individuals, families, and businesses for over 175 years. The Sr Claims Examiner II is responsible for handling highly complex and sensitive claims within Life, Annuity, and RPS, providing leadership in process improvements and mentoring junior examiners.
Financial ServicesInsurance
Responsibilities
Independently adjudicate highly complex life, annuity, and/or RPS death claims, ensuring compliance with all regulatory and contractual requirements
Exercise sound judgement and utilize appropriate medical and risk resources, adhering to referral policies, and transferring claims to appropriate risk level in timely manner
Demonstrate strong relationship building, customer service and communication when interacting with customers and business partners
Serve as an escalation point for unusual or disputed cases, providing expert analysis and resolution
Lead investigations into complex claims and collaborate with legal, compliance, and other departments as needed
Mentor and provide technical guidance to Sr Claims Examiner I and other team members
Identify and implement process improvements to enhance efficiency and accuracy
Represent the claims function in cross-functional projects and initiatives
Adheres to Service Level Agreements (SLAs) and individual/team metrics
Ability to work core business hours between 8:30 AM to 6:00 PM EST
Qualification
Required
Bachelor's degree required
Minimum 5–7 years of experience in life, annuity, and/or RPS (combined) claims required
Expert knowledge of life insurance products, claims processes, and regulatory requirements
Advanced analytical and decision-making skills with ability to interpret complex contracts
Ability to multitask and adapt to a changing environment
Detail oriented, organized and accurate
Strong leadership and mentoring capabilities
Excellent communication and relationship building skills with a customer service mindset
Proficiency in claims systems and advanced digital tools
Ability to manage risk and drive continuous improvement initiatives
Preferred
Master's degree preferred
10+ years preferred for complex case handling
Industry certifications (e.g., ALHC, FLMI, Series 6 or 26, HIAA, etc.) strongly preferred
Proven experience implementing AI tools to automate or improve work processes
Company
Penn Mutual
Penn Mutual helps individuals and families do more in life by creating solutions that deliver the complete value of life insurance.
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-11-03
2025-09-15
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