Remote Associate Claim Financial Specialist

Remote Associate Claim Financial Specialist at Symetra

Symetra is seeking a Remote Associate Claim Financial Specialist to support disability claims operations through financial transaction processing, payment research, overpayment recovery, and claims-related financial support activities. This position helps ensure accurate claim payments while supporting financial integrity and customer service within the claims organization.

This Associate Claim Financial Specialist role fits best as a phone job. While team members spend significant time processing transactions, researching payments, and maintaining documentation, Symetra specifically states that the phone is essential to the role. A large majority of daily responsibilities involve contacting stakeholders regarding overpayments, repayment plans, payment recovery efforts, and claim-related financial matters.

Primary responsibilities include processing stop-payment requests, handling void transactions, resolving EFT failures, calculating underpayments and overpayments, and preparing related communications. Specialists work closely with claims teams and other internal departments to ensure payment activity is processed accurately and efficiently.

Additional responsibilities include researching dormant checks, reviewing outstanding payment activity, coordinating overpayment recovery efforts, documenting claim records, monitoring payment exceptions, and supporting financial transaction investigations. Team members also collaborate with tax, reporting, claims, and vendor partners to resolve financial issues and maintain payment accuracy.

The role requires strong attention to detail, problem-solving abilities, organizational skills, and proficiency with Microsoft Excel. Successful candidates are comfortable working with financial transactions, meeting deadlines, managing multiple priorities, and communicating effectively with both internal and external stakeholders.

Symetra offers a remote-first work environment, annual bonus eligibility, 401(k) matching, paid time off, paid holidays, flexible work arrangements, and opportunities for professional growth within the insurance and financial services industry.

Overall, this position is ideal for professionals who enjoy financial research, payment processing, claims support, transaction investigations, customer communication, and administrative financial operations within a remote environment.