Claims Analyst I

Title: Claims Analyst I

State Role Title: 19221

Hiring Range: $53,500

Pay Band: 4

Agency: Department of the Treasury

Location: JAMES MONROE BUILDING

Agency Website: https://www.trs.virginia.gov/

Recruitment Type: Agency Employee Only - A

Job Duties

The Department of the Treasury is an innovative, customer-driven, results-oriented state agency providing financial management services for the Commonwealth. We offer challenging and interesting work and a friendly and positive environment.

Awareness of Virginia’s Unclaimed Property program has resulted in an increasing number of inquiries from the public. The Claims Unit receives inquiries via telephone, e-mail, U.S. mail, website uploads, and walk-in customers.

It will be the responsibility of the selected candidate to provide reliable, responsive service to customers, ensuring prompt, accurate payment of accounts to owners and heirs of Unclaimed Property.

The incumbent will be required to work with a significant degree of independence, to apply knowledge of administrative and program requirements and serve as a resource regarding the Unclaimed Property program, interpreting and applying policy, providing updates, and directing callers to other resources when appropriate.

Minimum Qualifications

• Previous experience handling and understanding legal documents and financial instruments (i.e. checks, bank statements, stocks, bonds, mutual funds, life insurance policies, etc.)
• Working knowledge of financial/accounting principles and general business practices
• Excellent math, written and verbal communication skills
• Extensive experience providing excellent customer service to the public via telephone and e-mail
• Analytical and decision-making ability
• Proficiency using Microsoft Office applications (Word, Excel and Outlook)
• Previous experience with an electronic document management system and a paperless work environment
• Demonstrated ability to quickly enter, update, and obtain information via online computer applications or systems with minimal errors
• Must be able to work independently and as part of a team
• Time management and organizational skills
• Demonstrated ability to complete tasks on time
• Track record of good attendance and punctuality
• Must be able to lift up to 20 lbs., sit for prolonged periods of time, read information off paper and computer monitors, lift and talk on the desk phone
• Must currently be employed by Virginia Department of the Treasury.

Additional Considerations

• Coursework in business, finance or equivalent applicable training or experience
• General knowledge of applicable state and federal laws regarding taxes, wills, estates, and corporate matters is desirable
• Fluent in speaking Spanish

Special Instructions

You will be provided a confirmation of receipt when your application and/or résumé is submitted successfully. Please refer to “Your Application” in your account to check the status of your application for this position.

All finalists are subject to a background investigation. The investigation may include: criminal checks; employment verification; verification of education; and other checks requested by the hiring authority.

Applicants who possess an Interagency Placement Screening Form (Yellow Form) or a Preferential Hiring Form (Blue Form) as issued under the Department of Human Resources Management (DHRM) Policy 1.30 Layoff (Commonwealth of Virginia Employees Only), must attach these forms with their state application.

The Department of the Treasury telework policy allows for up to two days a week of telework subject to the position requirements.

A résumé and cover letter are required to be submitted. Applications for this position must be submitted electronically through this website.

Mailed, emailed, faxed, or hand delivered applications and résumés will not be accepted.

This website will provide a confirmation of receipt when the application is submitted for consideration.

Please refer to your RMS account for the status of your application and this position.

The Virginia Department of the Treasury is an Equal Opportunity Employer.

Contact Information

Name: Lori Perez

Phone: 804-225-3247

Email: HR@trs.virginia.gov

In support of the Commonwealth’s commitment to inclusion, we are encouraging individuals with disabilities to apply through the Commonwealth Alternative Hiring Process. To be considered for this opportunity, applicants will need to provide their AHP Letter (formerly COD) provided by the Department for Aging & Rehabilitative Services (DARS), or the Department for the Blind & Vision Impaired (DBVI). Service-Connected Veterans are encouraged to answer Veteran status questions and submit their disability documentation, if applicable, to DARS/DBVI to get their AHP Letter. Requesting an AHP Letter can be found at AHP Letter or by calling DARS at 800-552-5019.

Note: Applicants who received a Certificate of Disability from DARS or DBVI dated between April 1, 2022- February 29, 2024, can still use that COD as applicable documentation for the Alternative Hiring Process.