Receive notification of death of policyholder
Process domestic death benefits for life and annuity claims
Order and review policyholder files
Complete work sheet of policy information
Send information about requirements and options for payment of benefits to beneficiary for appropriate persons
Provide all required written correspondence in a timely, accurate and professional manner
Answer requests regarding policy provisions, billing, bank drafts, interest rates, cash value, and accounting
Request medical information when necessary
Arrange for investigation of cause of death through individuals and agencies when appropriate
Calculate death benefits and settlement option payments under annuities
Calculate interest payments on death benefits where it is a state requirement
Make recommendations to supervisor regarding payment of benefits in excess of $7,500
Calculate and report any taxable gain on annuity or life insurance distributions
Enter address and billing, and any other pertinent information changes into database
Request checks from accounting and send to beneficiary
Answer information calls regarding claims
Send follow-up notices on pending claim files
Send notification of death benefits to states when required
Complete all forms necessary for claims processing
Perform tax reporting of distributions under annuity policies
Perform other duties as assigned
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