Operations Specialist - Claims
关于角色 你将做什么：工作总结审查客户要求的准确性和所需文件。处理付款或额外研究的索赔。与领域合作伙伴和管理人员联系，有关客户索赔，相关软件应用程序和流程。工作职责 ·通过使用多种通信方法帮助内部和外部客户，如电话，电子邮件，邮件和即时消息。·监控等待提交的索赔并与现场合作伙伴一起协助提交审查或废除。· 监督未经审查的索赔，寻求必要信息并与现场合作伙伴和税务分析师协调以确保在部门服务级协议范围内处理索赔。· 对索赔信息和备忘录进行详细审查，以确保与公司政策一致和统一。· 支持现场合作人员和管理者，通过作为他们和其他业务单位之间的联系人。·积极提供有关部门政策，流程和指南的支持和反。· 通过销售部队客户升级来研究和解决客户索赔问题。· 其他任务所分配。要求资格：· 高中文凭或同等工作经验：· 通过电话和电子邮件进行清晰，平静和自信的沟通能力，具有优秀的口头和书面沟通技能，以便与客户以及潜在嫌疑人，商人和执法人员进行采访。· 与可能有侵略性或压力的客户使用有效的客户服务技术的能力。· 在多个工作组中有效地工作并与多个跨职能团队合作的能力。·独立解决问题，组织和优先考虑案件的工作能力。·分析和细节定向，能够完成重复任务，同时保持专注，以有组织和全面的方式记录案例说明。·经验与 Windows 操作系统，可通过多个监视器进行多项任务应用程序，包括 Outlook,Word,Excel,SharePoint 和 Web 应用程序。· 无需先前工作经验；优先资格工作经验：·在高压的客户服务职位中3-5年的经验。· 文件和信息保留方面的经验。
查看英文原文
About the Role
What you'll do:
JOB SUMMARY
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.
JOB DUTIES
· Assistinternal and external clients using multiple communication methods, such as phone, e-mail, mail, and instant messaging.
· Monitorpending submission claims and work with field associates to assist with submitting to review or void as needed.
· Monitor under-review claims for needed information and coordinate with field associates and tax analysts to ensure claims are processed within the department service level agreement.
· Perform detailed review of claim information and notes to ensure consistency and uniformity with company policies.
· Support field associates & management by serving as a liaison between them and other business units.
· Actively provide support and feedback regarding department policies, processes & guidelines.
· Research and resolve client claims issues via Sales Force client escalations.
· Other duties as assigned.
Required Qualifications
Education:
· High school diploma or equivalent
Work Experience:
- Ability to communicate clearly, calmly, and confidently on the telephone and email with excellent verbal and written communication skills in order to conduct interviews with clients and potential suspects, merchants and law enforcement.
- Ability to use 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 with ability to complete repetitive tasks and remain focused while documenting case notes in an organized and comprehensive manner.
- Experience with Windows operating systems with ability to multi-task in multiple applications including Outlook, Word, Excel, SharePoint, and Web applications via multiple monitors.
- No previous work experience necessary
Preferred Qualifications
Work Experience:
- 3-5 years' experience in a high stress customer service position.
- Experience with documentation and information retention.
- Investigation and validation of information.
- One-year experience within H&R Block
- One-year similar claims experience
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$16.06 - $24.09/Hr.Originally posted on Himalayas