Operations Specialist – Claims

🔥 27 minutes ago

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $16 - $24 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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H&R Block

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1955

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

H&R Block is a U. S. -based tax preparation and financial services company founded in 1955 that helps individuals and small businesses with tax filing, bookkeeping, payroll, business-formation services, and related financial products. The company operates retail and franchise tax offices, offers online filing and tax-software options, provides financial products (refund advances, a branded debit card and other bank products in partnership with Pathward), and serves both consumer and small-business customers. H&R Block also runs training and seasonal staffing programs, and provides resources such as The Tax Institute and audit/notice support.

📋 Description

• Review client claims for accuracy and required documentation • Process claims for payment or additional research • Serve as liaison with field associates and management regarding client claims, software applications, and processes • Assist internal and external clients via phone, email, mail, and instant messaging • Monitor pending submission claims and help field associates submit them for review or void them as needed • Monitor under-review claims for needed information • Coordinate with field associates and tax analysts to process claims within the department service level agreement • Perform detailed reviews of claim information and notes for consistency and compliance with company policies • Support field associates and management by liaising with other business units • Provide support and feedback regarding department policies, processes, and guidelines • Research and resolve client claims issues via Salesforce client escalations • Perform other duties as assigned

🎯 Requirements

• High school diploma or equivalent • Ability to communicate clearly, calmly, and confidently by telephone and email • Excellent verbal and written communication skills • Ability to conduct interviews with clients and potential suspects, merchants, and law enforcement • Effective customer service techniques with clients who may be aggressive or under stress • Ability to work effectively in a diverse work group and collaborate with multiple cross-functional teams • Ability to work independently to problem solve, organize, and prioritize cases • Analytical and detail-oriented approach • Ability to complete repetitive tasks and remain focused while documenting comprehensive case notes • Experience with Windows operating systems • Ability to multitask across Outlook, Word, Excel, SharePoint, and web applications using multiple monitors • No previous work experience necessary • Preferred: 3–5 years' experience in a high-stress customer service position • Preferred: Experience with documentation and information retention • Preferred: Investigation and validation of information • Preferred: One-year experience within H&R Block • Preferred: One-year similar claims experience

🏖️ Benefits

• Competitive pay • Medical and prescription drug coverage for qualifying associates and eligible dependents • H&R Block Retirement Savings Plan (401(k) Plan) • Employee Assistance Program • (Virtual) fitness center programs • Associate discount program • Business Travel Accident Insurance • Associate Tax Prep benefit • Potential participation in incentive compensation or short-term incentive plans

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