CLAIMS SPECIALIST 2
Job Location:
Division of Taxpayer Services
1600 West Monroe Street, Phoenix, AZ 85007
Posting Details:
Salary: 19.71 Hourly
Grade: 17
Closing Date: 5/10/26
Job Summary:
The Claims Review Specialist 2, is responsible for reviewing, investigating, and processing unclaimed property claims. This role researches and analyzes applicable State laws, statutes, rules, regulations, policies, and procedures, in addition to utilizing investigative tools of miscellaneous records, to advise the Unclaimed Property Specialist 3’s and management on the determination and outcome of claims.
This position may be available for remote work within Arizona, requiring 2 days in office assigned by manager.
Job Duties:
Claims Review and Investigations
- Completes unclaimed property claims reviews and investigations and advises Unclaimed Property Specialist 3’s and management on claims determinations and outcomes
- Researches and analyzes applicable State laws, statutes, rules, regulations, policies, and procedures regarding unclaimed property, probate, and domestic relations matters
- Utilizes investigative tools to review public, court, real property, vital statistic, corporate, and other miscellaneous records
Service Delivery
- Communicates information to claimants and property holders of the determined ownership of unclaimed property in and accurate and professional manner
- Writes correspondences, including requests for evidence, formal decision notices, and explanations of policies, procedures, and practices to claimants
- Conducts initial and follow-up claimant interviews and investigations, primarily through phone but sometimes in-person, to elicit information to assist with claim determinations
- Resolves routine issues and complaints from claimants
Agency/Department Compliance & Continuous Improvement
- Remains current on all laws, regulations, policies, and best practices related to taxation through regular engagement in activities such as: self-directed research, conferring with other practitioners and technical experts; subscriptions to regulatory/legal/industry newsletters and briefs; membership industry associations and attendance at meetings/events; and or participation in training and others continuing education opportunities.
- Actively contributes to team and individual effectiveness through the following: -
- Attends staff meetings and huddles of work unit or district; and may cascade and track information as indicated
- Completes all required training in a timely manner.
- Participates in assigned work teams as appropriate.
- May complete periodic metrics, projects, huddle boards and reports as requested.
- Prepares for and actively participates in 1:1 coaching with supervisor
- Maximizes work processes and deliverables through lean principles within the Arizona Management System (AMS); and provides recommendations for process improvement, and engages in continuous improvement efforts as assigned.
Knowledge, Skills & Abilities (KSAs):
Knowledge
- Basic knowledge of Federal and State laws, statutes, rules, regulations, policies, and procedures regarding unclaimed property, probate, and domestic relations matters
- Basic knowledge of Federal and State laws, statutes, rules, regulations, policies, and procedures regulating confidentiality requirements
- Basic knowledge of investigative and research techniques
- Basic knowledge of all required supporting documentation necessary to make unclaimed property claims determinations
Skills
- Effective verbal, written, and active listening skills
Strong customer service skills to service taxpayers in a courteous and professional manner
- Effective interpersonal skills and demeanor
- Effective organization and time management skills with the ability to make measurable progress on several tasks simultaneously and work in high-pressure situations
- Strong mathematical skills such as addition, subtraction, multiplication, division, percentage, and averages
- Proficient in the use of a PC in a Windows environment; in the use of the Internet; in the use of MS Office Applications such as Outlook, Word and Excel; and in the use of Google Suite applications such as Gmail, Sheets, Docs, and Drive
Abilities
- Ability to clear a comprehensive background and clearance process that includes an Arizona tax compliance verification, and a criminal background check through the FBI via level one fingerprint clearance through the Arizona Department of Public Safety
- Ability to work with a high degree of autonomy and also participate collaboratively as part of a team
- Ability to work in a confidential manner, ensuring information is shared with internal and external individuals in an appropriate manner
- Ability to convey unclaimed property related terminology and information in layman's terms
Selective Preference(s):
The ideal candidate will possess:
- Any combination that meets the knowledge, skills and abilities (KSA); typical ways KSAs are obtained may include but are not limited to: a relevant degree from an accredited college or university such as Associate’s Degree (e.g., A.A.), training, coursework, and work experience relevant to the assignment.
- Associate's Degree in Business, Public Administration, or a related field
- Minimum of one year experience with unclaimed property and/or claims/audit related work
Pre-Employment Requirements:
The final candidate will be required to abide by the the following pre-employment checks:
-Employment Verification and Reference Checks
-State and Federal Criminal Background Check, including fingerprinting
-Arizona Tax Filing Records Check
-If applicable, ASEDRA Authorized Driver Identification Check
If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business, then the following requirements apply: Driver’s License Requirements.
All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).
Benefits:
The Arizona Department of Revenue offers a comprehensive benefits package to include:
- Affordable medical, dental, life, and short-term disability insurance plans
- Participation in the Arizona State Retirement System (ASRS) and long-term disability plans
- 10 paid holidays per year
- Vacation time accrued at 4.00 hours bi-weekly for the first 3 years
- Sick time accrued at 3.70 hours bi-weekly
- Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program).
- Deferred compensation plan
- Wellness plans
- Tuition Reimbursement
- Stipend Opportunities
- Infant at Work Program
- Rideshare and Public Transit Subsidy
- Career Advancement & Employee Development Opportunities
- Flexible schedules to create a work/life balance
- By providing the option of a full-time or part-time remote work schedule, employees enjoy improved work/life balance, report higher job satisfaction, and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion.(OPTIONAL AND BASED UPON POSITION)
- Learn more about the Paid Parental Leave pilot program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page.
By providing the option of a full-time or part-time remote work schedule, employees enjoy improved work/life balance, report higher job satisfaction, and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion.
Learn more about the Paid Parental Leave program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page
Retirement:
State employees are required to participate in the Arizona State Retirement System (ASRS), the State sponsored retirement contribution plan and the Long-Term Disability (LTD) program after a 27-week waiting period. The ASRS defined benefit plan provides for life-long income upon retirement. You will also have the option to participate in a voluntary deferred compensation program to take advantage of tax-deferred retirement investments.
On, or shortly after, your first day of work you will be provided with additional information about the available insurance plans, enrollment instructions, submission deadlines and effective dates.
Contact Us:
If you have any questions, need assistance, or would like to request a reasonable accommodation, please contact the ADOR Talent Team at talentgroup@azdor.gov.
*The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer.
