Unclaimed Property Claims Analyst

South Carolina Treasurer's Office; Columbia (SC); On-site; USD 42,000 - 60,000; Full time

Job summary

The South Carolina Treasurer's Office seeks an inquisitive and detail-oriented claims analyst in the Unclaimed Property Program (UPP) dedicated to returning unclaimed property to its rightful owners. Provides expertise in claims and customer service.

Responsibilities include assisting customers by phone, in person, and virtually; reviewing and approving general claims for payment; and daily mail handling and document scanning. Strong communication and documentation skills are essential.

Qualifications

• Bachelor's degree and relevant experience.
• Excellent written and verbal communication skills.
• Ability to plan and organize work activities and prioritize tasks.

Responsibilities

• Assists customers by phone, in person and virtually with information about the UPP.
• Reviews and approves general claims for payment within department guidelines.
• Opens and preps daily incoming mail, scans claim documentation into the system.

Skills

Customer service

Attention to detail

Communication skills

Education

Bachelor's degree

Tools

Microsoft Office

Data entry systems

Job description

Job Responsibilities

The State Treasurer’s Office is seeking an inquisitive and detail-oriented claims analyst in the Unclaimed Property Program (UPP) that is passionate about our mission of returning unclaimed property to its rightful owners. Provides expertise in the area of claims and customer service.

• Assists customers by phone, in person and virtually with information about the UPP. Performs searches for individuals and businesses searching for unclaimed property, and provides assistance regarding the claim process, including explaining documentation requirements.
• Reviews and approves general claims for payment within department guidelines. Performs in-depth research to ensure payment is made to the rightful property owner. Reviews and confirms validity of documents submitted by claimants to ensure appropriate payment of funds.
• Opens and preps daily incoming mail, accurately scans claim documentation into the system, and appropriately routes other mail to others as appropriate.

Job Responsibilities

The State Treasurer’s Office is seeking an inquisitive and detail-oriented claims analyst in the Unclaimed Property Program (UPP) that is passionate about our mission of returning unclaimed property to its rightful owners. Provides expertise in the area of claims and customer service.

• Assists customers by phone, in person and virtually with information about the UPP. Performs searches for individuals and businesses searching for unclaimed property, and provides assistance regarding the claim process, including explaining documentation requirements.
• Reviews and approves general claims for payment within department guidelines. Performs in-depth research to ensure payment is made to the rightful property owner. Reviews and confirms validity of documents submitted by claimants to ensure appropriate payment of funds.
• Opens and preps daily incoming mail, accurately scans claim documentation into the system, and appropriately routes other mail to others as appropriate.

Serves as a backup for other team members as needed to ensure continuity of service to constituents Multiple candidates may be selected from this posting.

Minimum And Additional Requirements

Agency Minimum Qualifications

Bachelor's degree and relevant experience.

• Candidates must specifically meet the Agency Minimum Requirements or an equivalent combination of education and experience to be considered for this position.

Additional Requirements

The State Treasurer's Office promotes a culture that is a fast-paced environment that supports high performance, exceptional work product, accountability and collaboration.

Position requires critical thinking, research skills, detailed documentation and the ability to effectively communicate with the general public including representatives of companies that remit unclaimed property. Excellent written and verbal skills are required. Ability to plan and organize work activities and prioritize task completion according to established schedules and goals. Ability to multi-task and simultaneously navigate multiple on-line computer systems. Proficient in Microsoft Office products and adaptable to learning other proprietary computer systems. Ability to establish and maintain effective working relationships.

May require occasional in-state travel and very limited overnight travel. Must be able to safely lift and carry files, books and reports weighing up to 25 lbs. Must be able to sit, stand, and walk for intermittent periods of time. Must be able to reach, bend, and twist at the waist to perform filing, deskwork and operate general office equipment.

Preferred Qualifications

Preferred Requirements

Experience in reviewing legal documents in a financial services or related capacity is preferred.