Full-Time

Claims Specialist 2

Multiple Teams

Posted on 9/27/2025

TruStage

TruStage

11-50 employees

Co-branded insurance and investment solutions

Compensation Overview

$45.4k - $68.1k/yr

+ Bonus

Company Does Not Provide H1B Sponsorship

Waterloo, IA, USA

Hybrid

Hybrid position; requires some in-office presence.

Category
Finance & Banking (1)
Required Skills
Customer Service
Requirements
  • Associate Degree or equivalent work experience. Bachelor’s degree preferred
  • 2 + years of customer service experience, including demonstrated teleservice skills
  • 2 + years of Claim processing experience (prefer: disability)
  • Excellent oral and written communication skills
  • Demonstrated excellent analytical and problem-solving skills and decision-making ability
  • Demonstrated mathematical aptitude
  • Demonstrated ability to interpret medical and insurance documentation
  • Fluency in Spanish (verbal/written) preferred
Responsibilities
  • Analyze claims to determine the need for additional investigation
  • Deal / communicated directly with 3rd parties and customers in the investigation, negotiation and conclusion of claims in accordance with established procedures
  • Evaluate / approve / pay claims up to pre-approved limit dependent on products serviced
Desired Qualifications
  • Fluency in Spanish (verbal/written) preferred

TruStage partners with credit unions to offer co-branded insurance and investment products to their members. Its products include life, auto, and home insurance, plus retirement and investment options, sold through the credit unions. The model uses the trust and relationships of credit unions to reach everyday consumers, especially middle-income families. Its goal is to help people achieve financial security by making insurance and investment products accessible through trusted credit unions.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Madison, Wisconsin

Founded

1935

Simplify Jobs

Simplify's Take

What believers are saying

  • SavvyMoney integration yields 40% applicant interest in loan protection products since December 2024.
  • Tangenesis Version 3.0 enables real-time quoting and instant purchases in Temenos Virtual Capture.
  • ZoneChoice Advantage Annuity launches innovative RILA crediting strategies for retirement flexibility.

What critics are saying

  • Demopolis acquisition strips TruStage's digital storefront, eroding B2B2C distribution by Q3 2026.
  • Only 40% interest despite 80% demand exposes weak loan protection product-market fit in 2026.
  • NCUA vendor oversight mandates diversified providers, dismantling exclusive credit union partnerships by 2027.

What makes TruStage unique

  • TruStage partners exclusively with credit unions for co-branded insurance distribution.
  • Manages $36.1 billion AUM as of 2025, ranking fourth largest US life insurer by policy count.
  • Compliance Hub Alerts tracks 18,000+ legal citations across all 50 states and federal agencies.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Paid Vacation

401(k) Retirement Plan

Hybrid Work Options

Tuition Reimbursement

Company News

The Associated Press
Mar 26th, 2026
TruStage generates $6.1B revenue, becomes fourth largest US life insurer by policy count

TruStage reported strong 2025 financial performance with over $6.1 billion in revenue, $312 million in net income and $36.1 billion in assets under management. The insurance and financial services provider maintained strong ratings from AM Best (A), S&P (A+) and Moody's (A2). The company paid over $2.6 billion in total benefits across 42 million consumers and became the fourth largest life insurance provider in the US by policy count. TruStage Ventures expanded to 67 portfolio companies with over $400 million in total investment. The TruStage Foundation invested $3.9 million in communities through more than 100 non-profits, whilst employees registered 8,600 volunteer hours and raised $640,000 for charitable organisations. The company has been named to Forbes' Best Insurance Companies list for four consecutive years.

Yahoo Finance
Mar 9th, 2026
TruStage launches automated compliance tool tracking 18,000+ legal citations across US states and federal agencies

TruStage Compliance Solutions has launched Compliance Hub Alerts, a regulatory tracking tool that monitors over 18,000 legal citations across state and federal levels, agency rules, case law and regulatory guidance. The web-based application automatically notifies compliance officers of regulatory changes affecting their operations. The platform uses customisable filters to deliver tailored alerts and allows users to assign specific changes to team members. Each alert includes a summary of the update, potential impact, legal references and implementation guidance. A centralised dashboard provides visibility into tracked legislation and generates audit reports. Compliance Hub Alerts covers all 50 US states, Washington DC and federal bodies including the Consumer Financial Protection Bureau, Federal Reserve, FDIC, IRS and NCUA. The tool aims to automate previously manual compliance monitoring processes for financial institutions.

Credit Union League of Connecticut
Dec 10th, 2025
Committed Partners in a Changing World

Committed partners in a changing world. For 90 years, TruStage has stood shoulder-to-shoulder with the credit union movement. As Connecticut's credit unions continue to navigate change, TruStage remains a trusted and essential partner, offering support, innovation, and stability in every environment we face together. In its most recent annual report, TruStage delivered more than $2.5 billion in benefits to members across the country, helping families weather uncertainty, build resilience, and plan for the future. They were again named one of America's Best Insurance Companies by Forbes and have now become a Top 5 life insurer in the U.S. by policy count. These accolades underscore what credit unions already know: TruStage delivers for people. Their commitment to credit unions goes well beyond product delivery. In 2024 alone, TruStage generated more than $5.6 billion in revenue and $200 million in net income - enabling continued reinvestment into the system and our communities. Their $3.5 million in philanthropic pledges through the TruStage Foundation and over $159 million invested into the credit union system over the past five years prove that they're more than a vendor; they are aligned with our mission. In Connecticut, TruStage has partnered with the League to empower innovation, promote advocacy, and support financial well-being initiatives. Their voice is present alongside ours on issues like data privacy, interchange, and consumer protection. Their national perspective, combined with local support, helps our credit unions stay ahead of change and focused on impact. * Trusted by 93% of credit unions nationwide * Over 39 million consumer relationships * $400+ million invested in 67 FinTechs, creating 1,800 partnerships through TruStage Ventures * Products and services that span every stage of the financial life journey - from first car to retirement Looking forward, we are excited to continue our collaboration with TruStage and our joint investment in partnerships like Clutch, which help position credit unions as FinTech-forward institutions without sacrificing what makes us unique: people-first service and local trust. In a rapidly changing financial services environment, TruStage remains steady, forward-thinking, and true to the credit union mission. We are proud to work with them, and we know their future-focused vision will continue to benefit our members and communities for generations to come.

PEI Group
Oct 7th, 2025
Demopolis Acquires TruStage Platform

Demopolis has acquired TruStage's digital storefront platform.

TruStage
Jun 24th, 2025
TruStage(TM) launches ZoneChoice Advantage Annuity, offering more flexibility for retirement planning

MADISON, Wis. - TruStage, a leading insurance and financial services provider, today announced the launch of a new retirement solution, the TruStage ZoneChoice Advantage Annuity, underwritten by MEMBERS Life Insurance Company, a registered index-linked annuity (RILA) with new, innovative crediting strategies for end-investors.

INACTIVE