Retirement Annuities Claims Management Specialist at Protective

Ideal for a professional with at least one year of experience in annuity, retirement, or finance, or a bachelor’s degree in a business-related field. You should

Work type: remote

Location: Work From Home

Salary: $47,500 – $60,000/yr

Type: Full-time

Summary

Ideal for a professional with at least one year of experience in annuity, retirement, or finance, or a bachelor’s degree in a business-related field. You should also have at least six months of experience working in a fast-paced environment where you successfully met specific production goals. **What makes it worth a look...** Protective offers a fully remote schedule with a salary range of $47,500 to $60,000 per year. You will manage financial claims up to $500,000 while building experience within a major life insurance organization. **You might be a good fit if you...** * Have at least one year of direct experience in the annuity or retirement services sector. * Possess a bachelor’s degree in business or a related field. * Have six months of experience hitting targets in a high-volume production environment. * Are comfortable mastering multiple internal software systems simultaneously.

Job Description

The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

At Protective Life, our Retirement Claims team plays a critical role in supporting policyholders and beneficiaries during important financial moments. As a Retirement Claims Specialist, you will manage Annuity and Life claims from initial notification through final resolution, ensuring each transaction is handled accurately, efficiently, and with care.

This role requires strong analytical and problem‑solving skills, attention to detail, and the ability to navigate complex claim scenarios with a sense of urgency. You will take ownership of your claim inventory, collaborate closely with internal partners, and communicate clearly with customers and providers throughout the claims process. Success in this position means delivering consistent, high‑quality service while upholding regulatory requirements and providing a smooth, respectful experience for all parties involved.

## Job Responsibilities:

• Work collaboratively in a team environment to support a wide variety of complex Annuity and Life claims transactions and related problem solving

• Handle customer and provider inquiries, requests, and issue resolution with accuracy and professionalism

• Provide clear and accurate information across multiple companies and a variety of insurance products

• Assist customers with diverse needs, communication styles, and temperaments while maintaining high service standards

• Process, review, and approve Annuity and Life claims up to $500,000 in accordance with company policies and procedures

• Participate in cross-training initiatives as assigned by management to maintain team flexibility and coverage

• Ensure compliance with regulatory requirements and internal controls throughout the claims process

• Perform additional duties and special projects as required to support business needs

• Experience/Education: 1+ years in annuity, retirement, or finance OR a bachelor’s degree in business or related field.

• Production Environment: Minimum 6 months experience meeting production goals in a fast-paced setting.

• Skills: Strong communication, customer service, problem-solving, and teamwork abilities.

• Adaptability & Technical Proficiency: Ability to master multiple systems, handle diverse customers, and adapt to changing environments.

• Ownership & Standards: Maintain productivity and quality above team standards while ensuring consistent communication and service throughout processes.

This role requires strong analytical and problem‑solving skills, attention to detail, and the ability to navigate complex claim scenarios with a sense of urgency. You will take ownership of your claim inventory, collaborate closely with internal partners, and communicate clearly with customers and providers throughout the claims process. Success in this position means delivering consistent, high‑quality service while upholding regulatory requirements and providing a smooth, respectful experience for all parties involved.

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