Tential Solutions · 2 days ago
Claims Specialist
Thousand Oaks, CA
Contract
Hybrid
New Grad, Entry LevelTential Solutions is a leading provider of financial and insurance services, specializing in comprehensive pension plan management. The Claims Specialist role is essential in handling retirement claims and processing financial transactions on behalf of clients, requiring multitasking abilities and problem-solving skills.
Human ResourcesInformation Technology
Responsibilities
Initial Training: Focus on general maintenance cases (e.g., address updates)
Mainframe System Usage: Applying specific codes to generate accurate payments
Claims Processing:
Handling retirement claims dedicated to the largest client our customer supports
Ensuring quality and accuracy in processing money-out transactions
Problem Solving: Addressing issues independently, especially technical problems
Work Management: Efficient workflow handling and multitasking. Detailed Responsibilities
Processing Claims:
Review and process retirement claims
Ensure all claims are handled with the utmost accuracy and in a timely manner
Apply the correct codes in the mainframe system to generate payments
Address Updates:
Handle initial maintenance cases like address updates and other changes
Ensure these updates are correctly reflected in the system
Client Interaction:
Act as a liaison between the company and clients, providing updates and answering inquiries
Maintain professionalism and high standards of customer service at all times
Documentation and Reporting:
Keep accurate records of all claims processed and changes made
Generate reports as required for management review
Continuous Improvement:
Identify areas for improvement in the claims process
Suggest and implement process improvements to enhance efficiency and accuracy
Qualification
Required
Recent college graduates with a degree in Finance, Economics, or Accounting
Individuals with a very process-driven background
Candidates without a finance-related degree but with claims experience
Computer literate (Windows OS)
Experience with Prudential software is a plus
Excel skills are beneficial but not primary; familiarity with templated worksheets is necessary
Problem-solving abilities, especially related to connectivity and software issues
Claims experience, especially in life insurance or retirement, is ideal if you do not have a finance (Accounting, Econ, Math) related degree
Ability to handle high volumes of claims
Multitasking capabilities and attention to detail
Organizational skills and the ability to manage workflow efficiently
Outgoing personality, not overly shy
Strong communication skills
High competency in their field, with a track record of dealing with complex tasks
Willingness to be trained and adapt to new systems quickly
Company
Tential Solutions
We put people first. We’re your trusted partner - empowering you with top talent and solutions to stay competitive in today’s dynamic market.
Founded in 2003
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Shane Ireland
Chief Executive Officer
Quinn Salamandra
Co-Founder
Recent News
Australian Financial Review
2024-05-02
2024-04-12
Company data provided by crunchbase