Disability Insurance Finance Consultant
Core
Analyze financial information and tax data to inform disability insurance claim decisions and benefit calculations.
Role type
Senior IC finance consultant (insurance claims)
Builds
Disability insurance claim outcomes and benefit calculations
Domain
Insurance / Personal Finance
Required skills
Accounting, Tax expertise, Contract interpretation, Financial analysis, Benefit calculation, Stakeholder communication, Mentoring
Preferred skills
CPA designation, IRS Enrolled Agent (EA) designation, Disability insurance product knowledge
Technologies
Microsoft Office, Document management tools
Responsibilities
Review personal and business financial records to calculate earned income and benefit amounts; Communicate with claimants, employers, attorneys, and outside CPAs to resolve financial questions; Provide consultation, training, and mentoring to claims professionals; Support federal income tax reporting for taxable benefits; Identify compliance and financial concerns; Assist in developing financial policies and tools.
Seniority
Senior, hands-on IC