Customer Operations Sr. Representative

Overview:

Are you detail-oriented, self-motivated, and looking for a role that offers deep exposure to life insurance operations and cross-functional collaboration? Join our Customer Operations team as a Senior Representative, where you'll play a critical role in supporting claims processing, legal documentation review, and beneficiary tracking. This position is ideal for someone who thrives in a structured, queue-based environment and enjoys solving complex administrative challenges with precision and care.

You'll be part of a small, high-performing team that values autonomy, reliability, and continuous learning. This role offers strong networking potential across support services and claims teams.

Responsibilities include, but are not limited to:

• Claims Briefs: Compile, distribute, and complete claim briefs based on death notifications, coordinating with internal teams to gather contract data.

• Beneficiary Research: Investigate and verify beneficiary information for self-administered claims using internal systems.

• Legal Documentation Review: Process and validate transfer of ownership and power of attorney documents, ensuring compliance with state-specific legal standards.

• Accounting Support: Assist with claims voucher entries to ensure accurate fund transfers and offsets.

• Miscellaneous Processes: Participate in weekly and quarterly operational tasks as needed.

Qualifications:

• Strong attention to detail and focus.

• Self-motivated and reliable.

• Excellent written and verbal communication skills.

• Comfortable working independently in a queue-based environment.

• Open to training; no prior life insurance experience required.

• Ability to work with legal documents and conduct state-level compliance research.

• Positive attitude and willingness to learn.

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're within a commutable distance (90 minutes), you'll join us 1 day each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group