Examiner

Job Summary

The primary focus of this position is in Title and Claims, while serving in a supporting capacity for the other areas. This position is designed to provide the background and basic knowledge needed to develop the skills to progress to an examiner position with focus in one of the specific departments.

Principal Duties and Responsibilities

• Maintains, updates, and researches policy title including Owner changes, beneficiary changes, Assignments, and special Restrictions.
• Conducts policy title traces as needed to establish proper title to policy ownership, assignments, or current beneficiary interest of the policy. Assists other areas of the Company in addressing Title issues involved in all manner of request including Surrenders, 1035 Exchanges, withdrawals, policy changes, fund changes/transfers, 3rd party authorizations, and policy application.
• Clearly and comprehensively answers verbal and written inquiries from other areas of the company, requesting clarification of questions, appropriate documentation, and any other information needed to make a correct and informed decision
• Must maintain appropriate attendance.
• Receives calls from internal and external customers and resolves inquiries over the phone and in writing.
• Participates in projects as required by management.
• Performs quality control functions as needed.
• Identifies and documents Anti Money Laundering (AML) through the Matter Under Inquiry (MUI) procedure.
• Assists in the accurate update of all procedures.
• Maintains production level and quality level as dictated by departmental guidelines.
• Recommends and assists in implementing procedural changes to enhance profitability and productivity.
• Reports common errors and/or pattern of title errors to Manager and suggests corrective action of same.
• Advocates for the use of the Preferred Client Account for payment to beneficiaries whenever it is appropriate.
• Performs accounting reconciliation functions for the Department.
• Requires independent research and follow through. As regulatory environment changes, may be responsible for researching and coordinating new issues and/or regulatory concerns.
• Responsible for team telephone goals and service levels.
• Understands and supports corporate initiatives and relationships.
• Promotes a team environment that is supportive of corporate changes.
• Works with numerous and varied contacts inside and outside the Company, including agents and field representatives, other insurance companies for Reinsurance matters, Legal and Underwriting, outside investigators, Customer Service operation, third party administrators, vendors and Medical providers.
• Perform other duties as assigned

Knowledge, Skills and Abilities

• Strong adaptability skills to adjust to a fast paced, changing work environment and resilience when facing frustration or adversity
• Effective time management skills to prioritize individual and Unit work assignments
• Strong interpersonal skills; helps peers and works effectively with a varied range of contacts both inside and outside the Company
• Ability to work independently from home to support hybrid environment
• Demonstrates responsibility by following up on problems and issues
• Shares knowledge and technical skills with peers
• Excellent verbal and written communication skills to deal effectively with Advisors, Policyholders and internal departments
• Skills in conducting technical research which crosses multiple areas of the company regarding procedures or contracts
• Comprehensive knowledge of such as Word and Excel
• Exercises sound judgment when dealing with customers who voice a complaint, appeal or request exception handling
• Understanding of corporate organization as a whole, as a high degree of interaction is required among all departments including Actuarial Understanding, Law Agents, Financial Administrative Services
• Effective math and analytical skills
• Pursues Industry designations through continuing education courses such as LOMA, ICA, and FINRA
• Strong adaptability skills and ability to accept change

Compensation

Nassau maintains a holistic compensation philosophy focused on competitive base salaries, performance driven incentives, and unique professional development opportunities. The combination of compensation, benefits, and an entrepreneurial culture along with related experiences is key to recruiting and retaining talent. Our compensation system is designed to reward performance, support development and job growth, and compensate individuals relative to their contribution to our organization. The compensation for this position falls within Nassau’s salary band B: $30,000-$60,000

Visit our Careers page and apply online at www.nfg.com.

Nassau was founded in 2015 and carries a tradition dating to 1851. Our business covers three segments: insurance, reinsurance, and asset management, and our capabilities include life insurance and annuity products, real estate investments, collateralized loan obligations and other asset management specialties, and reinsurance. As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs.

Nassau provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.