Claims Specialist

DEPT OF REVENUE Funding Arizona’s future through excellence in innovation, exceptional customer service and public servant-led continuous improvement. Claims Specialist 2

Job Location:

Address: 1600 W Monroe St., Phoenix AZ 85007

The Claims Review Specialist 2, is responsible for reviewing, investigating, and processing unclaimed property claims. This role researches and analyzes applicable State laws, statutes, rules, regulations, policies, and procedures, in addition to utilizing investigative tools of miscellaneous records, to advise the Unclaimed Property Specialist 3’s and management on the determination and outcome of claims.

This position is hybrid role which works onsite two days/week.

The State of Arizona strives for a work culture that affords employees flexibility, autonomy, and trust. Across our many agencies, boards, and commissions, many State employees participate in the State’s Remote Work Program and are able to work remotely in their homes, in offices, and in hoteling spaces. All work, including remote work, should be performed within Arizona unless an exception is properly authorized in advance.

• Completes unclaimed property claims reviews and investigations and to advise Unclaimed Property Specialist 3’s and management on claims determinations and outcomes
• Researches and analyzes applicable State laws, statutes, rules, regulations, policies, and procedures regarding unclaimed property, probate, and domestic relations matters
• Utilizes investigative tools to review public, court, real property, vital statistic, corporate, and other miscellaneous records

• Communicates information to claimants and property holders of the determined ownership of unclaimed property in an accurate and professional manner
• Writes correspondences, including requests for evidence, formal decision notices, and explanations of policies, procedures, and practices to claimants
• Conducts initial and follow-up claimant interviews and investigations, primarily through phone but sometimes in-person, to elicit information to assist with claim determinations
• Resolves routine issues and complaints from claimants

• Remains current on all laws, regulations, policies, and best practices related to taxation through regular engagement in activities such as: self-directed research, conferring with other practitioners and technical experts; subscriptions to regulatory/legal/industry newsletters and briefs; membership industry associations and attendance at meetings/events; and or participation in training and others continuing education opportunities.
• Actively contributes to team and individual effectiveness through the following:
  • Attends staff meetings and huddles of work unit or district; and may cascade and track information as indicated
  • Completes all required training in a timely manner.
  • Participates in assigned work teams as appropriate.
  • May complete periodic metrics, projects, huddle boards and reports as requested.
  • Prepares for and actively participates in 1:1 coaching with supervisor
• Maximizes work processes and deliverables through lean principles within the Arizona Management System (AMS); and provides recommendations for process improvement, and engages in continuous improvement efforts as assigned.

• Any combination that meets the knowledge, skills and abilities (KSA); typical ways KSAs are obtained may include but are not limited to: a relevant degree from an accredited college or university such as Associate’s Degree (e.g., A.A.), training, coursework, and work experience relevant to the assignment.
• Minimum of one year experience with unclaimed property and/or claims/audit related work

• Basic knowledge of Federal and State laws, statutes, rules, regulations, policies, and procedures regarding unclaimed property, probate, and domestic relations matters
• Basic knowledge of Federal and State laws, statutes, rules, regulations,…