1804 Financial Group
1804 Financial Group specializes in comprehensive financial planning, wealth management, and insurance services.
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Sr. Group Life Claims Examiner (HYBRID or REMOTE)
at 1804 Financial Group
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.
Equitable is seeking an influential and dynamic Senior Claims Examiner to join our Group Life Claims organization. A Senior Claims Examiner is responsible for providing excellent customer service as well as mentoring and SME to others inside and outside the EB Claims organization. You will be expected to utilize judgment and assess risk as you work with various business partners to render claim decisions.
What You’ll Be Doing
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*Claims Management:* Oversees end-to-end claims process. Responsible for active case management of Life claims. Ensures claims are processed accurately within regulatory and company guidelines. Deliver an exceptional customer experience and ensure that customer commitments and deliverables are achieved. Review and interpret medical records, utilizing resources as appropriate. Complete complex financial calculations specific to claims when applicable. Gain an understanding and working knowledge of the Equitable claim and other applicable systems, policies, procedures, and contracts as well as regulatory and statutory requirements for claim adjudication. Apply contract/policy provisions to ensure accurate eligibility and liability decisions. Demonstrate and apply analytical and critical thinking skills.
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Client and Customer Relationships: Foster strong relationships with clients to understand their needs and ensure high levels of satisfaction. Addresses and resolves any customer challenges or concerns promptly. Communication via telephone, email, and text with employees, employers, attorneys, and others. Provide timely and exceptional customer experience by paying appropriate claims accurately and timely, responding to all inquiries and maintaining expected service and quality standards. Work within a fast-paced environment, with tight deadlines, and demonstrate the ability to balance multiple priorities. Work independently as well as within a team structure. Assist in training and mentoring junior claim examiners on best practices, improving their decision-making skills. Oversee the ongoing management of complex, high-priority or escalated cases and callers.
This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.
The base salary range for this position is $60,000 - $68,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits : Equitable Total Rewards Program