Customer Operations Representative

Position Summary 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 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. Required 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. Preferred Skills Claims Review, Insurance Claim Handling, Insurance Claims, Legal Document Review Working Arrangement This position will have a hybrid working arrangement, working in-office for a minimum of 1 day a week. Compensation The estimated base pay range for this job is: $18.80 - $32.69 Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team. Benefits 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: Environmental Health & Sustainability, Mental Wellness, Disability Pride at Securian Financial, Securian Young Professionals Network, Securian Multicultural Network, Securian Women and Allies Network, Servicemember Associate Resource Group For more information regarding Securian’s benefits, please review our Benefits page. This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions. EEO & Diversity Statement Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at View email address on click.appcast.io, by telephone View phone number on click.appcast.io (voice), or 711 (Relay/TTY). Securian Financial is a drug‑free workplace. Company Culture 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. Be you. With us. We’re a bright‑thinking, hard‑working team focused on growth with purpose. And with large company resources and a small company feel, it means each of us is a name, not a number. Here, every voice matters — bring us your ideas and curiosity. Discover the best you — with us. Securian Financial roles are listed with Job Category beginning SF. Thank you for your interest in Securian Financial. Securian Financial is a Great Place to Work‑Certified™ company for the eighth year in a row, based on company‑provided data and the results of the Great Place to Work® Trust Index™ survey administered to our employees. #J-18808-Ljbffr