Claims Auditor I

State of Oklahoma • Oklahoma City, OK

1d • Onsite

About The Position

The Oklahoma State Treasurer is seeking a detail-oriented and hard-working individual to join our Unclaimed Property Division. The duty of the unclaimed property program is to return unclaimed funds and safekeeping items to the proven rightful owners or their heirs. Unclaimed property may include securities, life insurance proceeds, oil/gas/mineral interest proceeds, cash, and abandoned safe deposit box contents. The Office of the State Treasurer does not hold any real estate or such related property. A Claims Auditor performs office audits of claims and other business records and documents to determine or verify compliance with laws and regulations. Advises claimants concerning the interpretation and application of statutes and regulations pertaining to unclaimed property, and depending on the complexity, consults with supervisory or lead staff members on proper action/s to be taken in processing a claim.

Requirements

• Completion of an Associate’s degree in business, accounting, finance, public administration, law, or other relevant field of study and; Three (3) years of qualifying experience in business, accounting, finance, public administration, law, or other relevant experience, or; A Bachelor’s degree and two (2) years of relevant experience.
• Must be legally authorized to work in the United States without visa sponsorship.

Nice To Haves

• General accounting & bookkeeping principles and practices
• Principles and practices of business organization and management.
• Professional business communications (i.e. Letters, emails, phone etiquette).
• State unclaimed property law and regulations and their applications.
• Determining unclaimed property reporting duties based upon review of records.
• Expressing ideas clearly and concisely, both orally and in writing.
• Establishing and maintaining effective working relationships with other employees, and the public.
• Communicate effectively with difficult or irate customers and provide de-escalation techniques when needed.
• Use of computers in reviewing, analyzing, and calculations.
• Maintain a professional demeanor in all situations.
• Use good judgment.
• Critical thinking.
• Read, interpret, and apply various rules and regulations.
• Be proficient with PC office software, Microsoft Office Suite, desktop tools, and data entry ability.
• Demonstrate strong analytical interpersonal, problem solving, time management and negotiation skills.
• Be detail-oriented with research and investigative techniques.

Responsibilities

• Communicate professionally with internal and external stakeholders in person, on the telephone and in writing.
• Initiate and maintain cooperative relationships with co-workers, managers and supervisors, claimants, and members of the public.
• Performs increasingly difficult office audits of claims and other business records and documents to determine or verify compliance with laws and regulations.
• Advises claimants concerning the interpretation and application of the statutes and regulations pertaining to unclaimed property, and depending on the complexity, consults with supervisor or lead staff member on proper action to be taken.
• Maintains records and submits oral and written reports concerning cases and activities.
• Confers with attorneys, accountants and other professionals in administering the unclaimed property laws of the State.
• Performs other related work and duties as required and assigned.
• Build relationships and team climate in which employees are encouraged to meet their full potential and promote agency excellence while serving claimants and the public.
• Being present in the office is an essential function of this job
• Other duties as assigned
• Demonstrates knowledge of and supports mission, vision, value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior.
• Works effectively in team environment, participating and assisting their peers.

Benefits

• Generous monthly benefit allowance to help offset the cost of insurance premiums for employees and their eligible dependents
• Retirement savings plan
• 11 paid holidays
• Longevity payments
• 15 days of vacation and 15 days of sick leave in the first year of employment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree