Provides initial review and calculation of simple pre-disability earnings and simple part time return to work calculations of disability claims.
Understands policy provisions and application of provisions to calculations.
Provides an ongoing review of claimant return to work earnings calculations.
Reviews offset coding in the claims payment system for known offsets and adjusts as necessary.
Reviews and ensures the accuracy of the benefit components in the claims payment systems.
Reviews documentation and coding for the disability benefit taxability.
Developing strong communication around financial aspect of claim to be available (with mentor) to DBS for calculation explanations.
Makes Policyholder calls as necessary and appropriate to obtain missing financial information.
Performs other duties as assigned.

Bachelor’s degree in accounting/finance or equivalent education is preferred.
Two to three years relevant experience in accounting or related field is preferred.
Experience in disability insurance a plus.
Detailed experience with, or understanding of, the claims process a plus.
Strong math aptitude required.
Proficient in Microsoft office products with strong Excel skills or aptitude to learn required.
Strong teamwork skills.
Strong analytical skills with attention to detail.
Highly developed written and verbal communication skills.
Strong Customer orientation – focus and desire to provide excellent customer service are critical.

Financial Benefit Specialist – Trainee

Key skills