
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 that provides in-person and online tax filing, tax professionals, small business bookkeeping and payroll, and related financial products such as refund advances and prepaid cards. Founded in 1955, it operates retail tax offices, franchises, and digital platforms to serve consumers and small businesses with tax, accounting, and financial solutions.
🔥 4 minutes ago
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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 that provides in-person and online tax filing, tax professionals, small business bookkeeping and payroll, and related financial products such as refund advances and prepaid cards. Founded in 1955, it operates retail tax offices, franchises, and digital platforms to serve consumers and small businesses with tax, accounting, and financial solutions.
• 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, associated software applications, and processes • Assist internal and external clients via phone, email, mail, and instant messaging • Monitor pending submission claims and work with field associates to submit for review or void as needed • Monitor under-review claims for needed information • Coordinate with field associates and tax analysts to ensure claims are processed 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 as liaison 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
• 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, 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 case notes in an organized and comprehensive manner • Experience with Windows operating systems • Ability to multitask across Outlook, Word, Excel, SharePoint, and web applications via 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
• 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 • Continuous learning • Support for well-being and life both in and outside of work • Potential participation in incentive compensation or short-term incentive plans
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