Retirement Claims Management Specialist

Protective Life Corporation

Job Overview

Location

Work From Home

Job Type

Full-time

Full Job Description

📋 Description

• The Retirement Claims Management Specialist plays a critical role in ensuring that Protective Life Corporation delivers timely, accurate, and compassionate service to policyholders and beneficiaries during one of life’s most challenging moments—processing retirement and death benefit claims. This role directly impacts customer trust and satisfaction by upholding the company’s commitment to financial security and peace of mind.
• As a fully remote position, this role offers the flexibility to work from home while contributing to a mission-driven organization that serves millions of policyholders across the United States, reinforcing Protective Life’s reputation as a trusted provider of life insurance and retirement solutions.
• Review and adjudicate retirement and death benefit claims with meticulous attention to detail, ensuring compliance with policy terms, state and federal regulations, and internal company guidelines to determine eligibility and calculate accurate benefit amounts.
• Gather, verify, and analyze required documentation such as death certificates, policy documents, beneficiary designations, and proof of age or relationship, resolving discrepancies through proactive communication with claimants, agents, attorneys, or financial advisors.
• Maintain accurate and confidential claim records in the company’s claims management system, ensuring timely updates, proper documentation of all interactions, and adherence to data privacy standards including HIPAA and GLBA.
• Collaborate with internal teams including underwriting, legal, finance, and customer service to resolve complex claim issues, interpret policy language, and escalate exceptional cases requiring managerial or legal review.
• Provide empathetic and professional communication to beneficiaries and claimants via phone, email, and written correspondence, offering clear explanations of claim status, next steps, and required documentation while maintaining a compassionate tone throughout the process.
• Participate in ongoing training and process improvement initiatives to stay current on product updates, regulatory changes, and best practices in claims administration, contributing to team efficiency and service excellence.
• Protective Life Corporation is a Fortune 1000 company with over 115 years of experience in providing life insurance, annuities, and retirement products, committed to helping individuals and families achieve long-term financial security through innovative solutions and personalized service.
• The Claims Operations team is a dedicated, collaborative unit focused on delivering exceptional customer experiences during sensitive life events, leveraging technology, process discipline, and deep product expertise to ensure fairness, accuracy, and timeliness in every claim handled.
• This role offers the opportunity to develop deep expertise in life insurance and retirement claims processing, regulatory compliance, and customer advocacy—skills that are highly transferable across the financial services and insurance industries.
• Successful performance in this position can lead to career advancement into senior claims specialist, team lead, or supervisory roles within Protective Life’s growing Claims Operations division, supported by the company’s investment in employee development and internal mobility.

🎯 Requirements

• Minimum of 2 years of experience in claims processing, customer service, or administrative roles within the insurance, financial services, or healthcare industry.
• Strong attention to detail and accuracy in reviewing legal and financial documents, including death certificates, policy contracts, and beneficiary forms.
• Proficiency with Microsoft Office Suite (especially Excel and Word) and experience using claims management or CRM systems; familiarity with Guidewire, Duck Creek, or similar platforms is a plus.
• Excellent written and verbal communication skills, with the ability to convey complex information clearly and compassionately to diverse audiences.
• Ability to work independently in a remote environment while maintaining high productivity, meeting deadlines, and adhering to quality and compliance standards.
• Knowledge of life insurance products, retirement plans (such as IRAs or 401(k)s), and basic understanding of state insurance regulations is preferred but not required.

🏖️ Benefits

• Comprehensive health, dental, and vision insurance plans with flexible spending accounts (FSAs) and health savings accounts (HSAs) available.
• 401(k) retirement plan with company matching contributions to support long-term financial wellness.
• Generous paid time off (PTO) policy, including vacation, sick leave, and company-observed holidays.
• Employee Assistance Program (EAP) offering confidential counseling, legal, and financial support services.
• Tuition reimbursement and professional development opportunities to support career growth and skill enhancement.
• Work-from-home flexibility with stipend for home office setup and ongoing technology support.

Skills & Technologies

Onsite

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Protective Life Corporation

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About Protective Life Corporation

Protective Life Corporation, headquartered in Birmingham, Alabama, is a financial services holding company providing life insurance, annuities, asset protection, and retirement and investment products to individuals and institutions through subsidiaries such as Protective Life Insurance Company. Founded in 1907, the company operates nationwide and manages assets exceeding $100 billion, serving policyholders, plan participants, and institutional clients with risk management and wealth accumulation solutions. The firm distributes products via independent agents, brokers, financial institutions, and strategic partnerships, focusing on long-term financial security and stable cash flow generation for its customers and shareholders.

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