Sr Complex Beneficiary Relationship Manager
This role is responsible for managing and facilitating beneficiary claims related to high complexity cases including homicides, divorces, and contested survivor benefits. This role requires a deep understanding of legal, financial, and emotional aspects involved in these cases ensuring beneficiaries receive proper guidance and support throughout the settlement process. The case manager will work closely with legal teams, plan sponsors, law enforcement and grieving families to ensure timely and fair resolution. An ideal candidate is a highly skilled individual who thrives in complex legal and emotional situations providing structured support and advocacy to beneficiaries during challenging times.
Key Responsibilities and Duties
- Case management and coordination. Serves as primary point of contact for beneficiaries navigating complex claims.
- Assess and analyze settlement cases involving homicide, divorces, and contested survivor benefits.
- Work with legal teams, investigators, and plan sponsors to facilitate accurate case resolutions.
- Ensure compliance with legal and regulatory requirements throughout the process (risk mitigation).
- Beneficiary support and advocacy; act as a liaison between beneficiaries and involved parties including attorneys, law enforcement and insurers.
- Maintain detailed records of all case communications, legal proceedings, and settlement agreements. Ensure documentation is accurate, secure, and aligned with legal requirements.
- Prepare reports and updates for internal teams and stakeholders. Conflict resolution and mediation. Facilitate discussions between contesting parties to reach fair and amicable settlements.
- Identify gaps in beneficiary cases management processes and recommend improvements.
- Stay informed about changes in a state law, insurance policies and appropriate regulations.
- Contribute to the development, practices, and policies for handling complex beneficiary settlements.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
Licenses and Certifications
- Life and Health Insurance License (Resident State) - Multiple Issuers required
FINRA Registrations
- SRC Indicator: Series 6 or 7; Series 63
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
9IC
Required Skills:
- 5+ years of experience in case management, customer service, or a related role.
- Series 6 or 7; Series 63 and home state Life & Health insurance license or ability to obtain within 90 days hire date.
Preferred Skills:
- Bachelors degree in a relevant field or equivalent experience.
- Experience in the insurance, financial services, or legal industry.
- Knowledge of estate or beneficiary settlement processes.
- Experience handling cases involving contested wills, legal disputes, and complex beneficiary situations.
Related Skills
Adaptability, Automation, Communication, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Digital Savviness, Problem Solving, TIAA Products/Services Acumen
Anticipated Posting End Date:
2026-10-30
Base Pay Range: $92,200/yr - $103,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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