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IRA / Death & Disability Specialist

Jean Simpson Personnel

IRA / Death & Disability Specialist

Shreveport, LA
Full Time
Paid
  • Responsibilities

    Job Description

    Responsible for filing credit life on deceased clients accounts. Filing disability insurance on accounts for clients who are unable to work due to injury. This is a high contact position that requires the ability to deal effectively with people by telephone, in writing and via lnternet.

    • Make sure that each account has been properly coded with the deceased codes and that all plastic cards are coded and that each department has been notified of the client's death. lf the client has direct deposit after date of death, notify ACH processor so that the pay may be returned.
    • After receipt of official notification of client's death, obtain and review all information required to file claims on credit life. Once claim has been filed and the claim has been paid, settle the account with the beneficiary of the estate.
    • Settle IRA with designated beneficiary, being sure that they fully understand all of the options available to them and filling out the necessary paper to complete the transactions.
    • Do light research and correspond with attorneys for succession information.
    • Handle new accounts for new clients and the surviving family members of deceased accounts.
    • Obtain adequate information from the appropriate centers to file disability claims. As payments are received apply to clients' loan.
    • Keep in close contact with the collections department on the status of delinquent disabilities claims and maintain files.
    • Process and maintain files relating to IRS and State levies.
    • Perform routine client account maintenance.

    Company Description

    Locally owned and operated staffing agency in business since 1974 and the largest in the area.