Annuity Claims Expert

5 days ago


Kozhikode, Kerala, India beBeeAnnuity Full time ₹ 1,80,00,000 - ₹ 2,40,00,000

Job Title: Annuity Claims Expert

We are seeking an experienced professional to lead our team in handling annuity claims. The ideal candidate will have a strong understanding of U.S. tax regulations and experience in managing teams.

Key Responsibilities:
  • Lead a team of 15–20 associates in processing annuity claims.
  • Ensure accurate and timely tax reporting for annuity products, including policyholder premiums, annuity payouts, interest and investment income, and return of principal.
  • Oversee the preparation and review of tax documents and filings as per IRS and regulatory standards (e.g., 1099-R).
Requirements:
  • Bachelor's degree in accounting, finance, or a related field; CPA or equivalent preferred.
  • 7–10 years of experience in tax reporting or financial operations, preferably in insurance or annuity domain.
  • Proven experience in managing mid-sized teams and delivering results in a regulated environment.
  • Strong understanding of U.S. tax regulations related to annuity products and death benefits.
  • Excellent analytical, problem-solving, and communication skills.
  • Proficient in MS Excel, tax systems, and reporting tools.

Please note that this role requires a strong understanding of U.S. tax regulations and experience in managing teams.



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