Estate Claims Specialist
Company Name:
DCM Services
Estate Claims Specialist
Location: DCM Services, LLC
Job Code: 305
# of openings: 1
Description
Forte is the industry leader in probate data and solutions that increase probate recoveries. Forte helps organizations maximize recoveries on probate accounts while protecting their relationships and their reputation. Harnessing the power of the Probate Finder Technology, Forte delivers innovative, data-centric solutions that are transforming the way organizations deal with the death of a customer.
This position will work within the Probate Finder Claims Team. In the Estate Claims Specialist role, thisplays a key role within the Probate Finder Claims Team to process and file probate claimes in Decendents' estates across the country. This individual must be able to demonstrate the behaviors and skills described below and must be able to perform a variety of duties which may include but not limited to:
Specific responsibilities may include but are not limited to:
Position
Responsibilities:
Accurately file/present claims by performing the following processing tasks as needed:
o Ensure the proper signatory process (claims signing) as an authorized representative/agent is executed accurately
o Notarize claims as a Company-approved and state commissioned Notary Public
o Copy claims for specific court requirements and record retention purposes
o Facilitate the mailing process of the claims by either standard U.S. delivery or by Certified Mail to ensure the proper receipt of claim by all parties (Court, Attorney and/or Personal Representative
Participate in performing quality control validations of estate data to meet internal and client requirements to ensure proof of claim packages are accurate and complete
Complete thorough estate match reviews to ensure accurate matches of client information vs. probated estate info in a secondary role/back-up capacity to Sr. Estate Claims Specialist
Process any returned claims accurately and efficiently to support our business and client needs as necessary in a secondary role/back-up capacity to Sr. Estate Claims Specialist
Process and respond to ad hoc client requests by communicating directly with Operations Managers, Client Liaisons or Account Representatives
Process filing fee checks to be accompanied with claims as required
Research missing estate data to ensure proprietary database remains current
Assist with ongoing and ad hoc post claim documents (Satisfaction and Release of Claim, Claim Withdrawal) to assist with business operations for DCMS and Forte
Understand and adhere to Company information security and privacy responsibilities as detailed in the Information Resource Usage Policy, Employee Manual, and client-specific publications.
Other duties as assigned
Required Skills/Experience :
Ability to communicate effectively in either written or oral form; maintains attention and actively listen to others ideas and thoughts
Effectively demonstrates attentive listening through body language, taking notes, etc. Uses active listening to clarify questions or concerns
Gathers and analyzes information and data; making logical decisions based on available facts and impact with short and long-term priorities
Demonstrates willingness and excitement to face new challenges; presents ideas that demonstrate ability to adapt to change
Beginning to mid-level l computer proficiency
Entry-level working knowledge of Microsoft Office Suite (Word, Excel and Outlook)
Has demonstrated the ability to successfully manage a dual-contributor role that requires frequent shifting between an independent contributor environment and active participation in a team-orientated role.
Ability to problem-solve Estate Claim issues when notified of opportunities via work queues, email and direct contact with management.
Displays strong attention to detail - thorough, organized and performs quality work and maintains a high standard for accuracy.
Ability to effectively communicate both written and verbal on a consistent basis.
Education:
High School diploma or GED equivalent requiredEstimated Salary: $20 to $28 per hour based on qualifications.
DCM Services
Estate Claims Specialist
Location: DCM Services, LLC
Job Code: 305
# of openings: 1
Description
Forte is the industry leader in probate data and solutions that increase probate recoveries. Forte helps organizations maximize recoveries on probate accounts while protecting their relationships and their reputation. Harnessing the power of the Probate Finder Technology, Forte delivers innovative, data-centric solutions that are transforming the way organizations deal with the death of a customer.
This position will work within the Probate Finder Claims Team. In the Estate Claims Specialist role, thisplays a key role within the Probate Finder Claims Team to process and file probate claimes in Decendents' estates across the country. This individual must be able to demonstrate the behaviors and skills described below and must be able to perform a variety of duties which may include but not limited to:
Specific responsibilities may include but are not limited to:
Position
Responsibilities:
Accurately file/present claims by performing the following processing tasks as needed:
o Ensure the proper signatory process (claims signing) as an authorized representative/agent is executed accurately
o Notarize claims as a Company-approved and state commissioned Notary Public
o Copy claims for specific court requirements and record retention purposes
o Facilitate the mailing process of the claims by either standard U.S. delivery or by Certified Mail to ensure the proper receipt of claim by all parties (Court, Attorney and/or Personal Representative
Participate in performing quality control validations of estate data to meet internal and client requirements to ensure proof of claim packages are accurate and complete
Complete thorough estate match reviews to ensure accurate matches of client information vs. probated estate info in a secondary role/back-up capacity to Sr. Estate Claims Specialist
Process any returned claims accurately and efficiently to support our business and client needs as necessary in a secondary role/back-up capacity to Sr. Estate Claims Specialist
Process and respond to ad hoc client requests by communicating directly with Operations Managers, Client Liaisons or Account Representatives
Process filing fee checks to be accompanied with claims as required
Research missing estate data to ensure proprietary database remains current
Assist with ongoing and ad hoc post claim documents (Satisfaction and Release of Claim, Claim Withdrawal) to assist with business operations for DCMS and Forte
Understand and adhere to Company information security and privacy responsibilities as detailed in the Information Resource Usage Policy, Employee Manual, and client-specific publications.
Other duties as assigned
Required Skills/Experience :
Ability to communicate effectively in either written or oral form; maintains attention and actively listen to others ideas and thoughts
Effectively demonstrates attentive listening through body language, taking notes, etc. Uses active listening to clarify questions or concerns
Gathers and analyzes information and data; making logical decisions based on available facts and impact with short and long-term priorities
Demonstrates willingness and excitement to face new challenges; presents ideas that demonstrate ability to adapt to change
Beginning to mid-level l computer proficiency
Entry-level working knowledge of Microsoft Office Suite (Word, Excel and Outlook)
Has demonstrated the ability to successfully manage a dual-contributor role that requires frequent shifting between an independent contributor environment and active participation in a team-orientated role.
Ability to problem-solve Estate Claim issues when notified of opportunities via work queues, email and direct contact with management.
Displays strong attention to detail - thorough, organized and performs quality work and maintains a high standard for accuracy.
Ability to effectively communicate both written and verbal on a consistent basis.
Education:
High School diploma or GED equivalent requiredEstimated Salary: $20 to $28 per hour based on qualifications.
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