Estate Claims Specialist

Description

• Accurately file and present claims, including:
• Following proper signatory procedures as an authorized representative/agent
• Notarizing claims as a Company-approved, state-commissioned Notary Public
• Processing claims to meet specific court requirements and record retention standards
• Mailing claims via standard or Certified Mail to ensure proper receipt by courts, attorneys, and personal representatives
• Perform quality control validations of estate data to ensure proof of claim packages are accurate and complete
• Complete estate match reviews, verifying client information against probated estate data (backup support to the Estate Data Specialist)
• Process returned claims accurately and efficiently (backup support to the Sr. Estate Claims Specialist)
• Respond to ad-hoc client requests, communicating with Operations Managers, Client Liaisons, and Account Representatives
• Process filing fee checks accompanying claims
• Research missing estate data to keep our proprietary database current
• Assist with post-claim documentation (Release of Claim, Withdrawal, etc.)
• Maintain compliance with company information security and privacy policies

Requirements

• Beginner to mid-level computer proficiency
• Entry-level familiarity with Microsoft Office (Word, Excel, Outlook)
• Strong attention to detail — organized, thorough, and accuracy-driven
• Comfortable problem-solving estate claim issues independently and via team collaboration
• Excellent written and verbal communication skills
• Ability to manage a dual role that shifts between independent work and team collaboration

• High school diploma or GED required

• Ability to remain sedentary for a full work shift
• Clear written and verbal communication skills

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