Summary of Duties: 

This role plays a vital role in helping clients recover unclaimed property by managing and analyzing claims from start to finish. This position requires strong analytical and critical thinking skills, attention to detail, and the ability to assess, track, and improve claim outcomes. This role ensures each case is processed accurately, efficiently, and in compliance with regulatory requirements. 

Key Responsibilities: 

• Provide end-to-end case management for all claimants, including initial intake, needs assessment, progress tracking, and case closure. 

• Review and accurately input all claimant and case data into the CRM system. 

• Analyze cases to determine eligibility and plan the best approach for recovering assets on behalf of claimants. 

• Prepare and submit complete and valid documents to state agencies on behalf of clients. 

• Communicate with claimants through phone, email, or other channels to provide updates and request needed information. 

• Monitor all active cases, evaluate progress, and identify roadblocks or missing elements to move the claim forward. 

• Generate weekly or monthly reports summarizing claim activity, performance metrics, and progress for the Return Assets Division. 

• Maintain detailed records and case notes to ensure accurate tracking of all claimant interactions and case developments. 

• Identify opportunities to improve claim processing procedures and contribute to the development of internal workflows, documentation, and best practices. 

• Conduct trend analysis and contribute to the strategic improvement of claim outcomes and departmental performance. 

• Stay informed on relevant industry practices, regulatory updates, and professional development opportunities. 

• Support the team and organization by taking ownership of tasks and suggesting solutions that improve efficiency and service quality. 

• Assist with additional duties and projects as assigned. 

Qualifications: 

• Strong critical thinking, problem-solving, and organizational skills 

• Ability to analyze data and make informed decisions 

• Excellent verbal and written communication 

• Detail-oriented with a strong commitment to accuracy 

• Proficiency with CRM systems and Microsoft Office Suite 

• Experience in claim processing, legal documentation, or financial services preferred