DEPT OF REVENUE

Funding Arizona’s future through excellence in innovation, exceptional customer service and public servant-led continuous improvement.

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