Disability Insurance Finance Consultant
- Remote, United States
- Mid-level
- Posted 5 days ago
or apply from Claude / ChatGPT / Muse
Finance consultant on a disability claims team, using accounting and tax knowledge to make sense of claimants' financial records; hybrid office role.
About the role
Suits an accountant or tax specialist who likes explaining numbers to non-specialists. The work keeps claim decisions consistent and defensible, and you also train and mentor claims staff on financial topics.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Mid-level
- Skills
- Accounting, Tax reporting, Financial analysis, Benefit calculations
- Posted
- 30 Oct 2026
- Last checked
- 3 Nov 2026
What you will do
- Analyse claimants' personal and business records and document conclusions that hold up
- Handle federal income tax reporting on taxable benefit data and flag compliance or tax concerns
- Talk through financial questions with claimants, employers, attorneys, outside CPAs and financial representatives
- Coach claims staff through mentoring, presentations and reference material, and support process or system improvements
What they look for
- Accounting and tax expertise applied to claim scenarios
- Comfort reading personal and business financial records
- Clear written and spoken communication with outside professionals
First 90 days
- Learn the insurer's disability products, contracts, claim administration and financial systems
- Work guided cases with experienced colleagues and get feedback from claims and finance leaders
- Build toward handling more complex products and financial questions independently
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
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Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job d6yz6khvuuQuestions about this job
Is this job fully remote, and from where?
Yes, it is listed as remote, aimed at candidates in the United States.
What does this job pay?
The posting does not state a salary, so there is no figure to quote.
What experience is needed?
It is a mid-level role. The posting asks for: accounting and tax expertise applied to claim scenarios; comfort reading personal and business financial records; clear written and spoken communication with outside professionals. Skills it names include Accounting, Tax reporting, Financial analysis, Benefit calculations.
How do I apply with Keywordise AI?
Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.
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