Unclaimed Property Analyst

Unclaimed Property Analyst#26-14547

remote, TX

All On-site

Job Description

Location: Remote

JOB REQUIREMENTS - UCP ANALYST

3+ years of work experience in the annuity industry

Exceptional analytical, research and organizational skills

Consistent attention to details

Ability to meet stringent deadlines

Comfortable collaborating and working in groups but also able to work independently with limited direction

Able to manage multiple tasks and priorities simultaneously

Experience using Microsoft Excel, Outlook, and Word

Excellent communication skills, both oral and written

JOB DESCRIPTION

Unclaimed Property Specialist

The Unclaimed Property Specialist must gain / possess a complete understanding of all processes and tasks related to managing unclaimed property received from various departments, end-to-end to include reporting unclaimed property to state entities, meeting all regulatory requirements and deadlines.

Understand the import process and work with business units and TPAs to ensure data and funds are received in good order and successfully imported to TrackerPro.

Provide stellar customer service internally when assisting business units and TPAs with unclaimed property and externally when interacting with various government entities regarding state filing or reimbursements.

Provide guidance, training and assistance for the Client UCP team as needed, building strong and successful working relationships.

Understand the state reimbursement request process and work to submit requests timely and keep reimbursements in standard.

Provide quality control as needed, to include conducting monthly self-audits for the team, communicating the findings to management and working with the team to improve performance in all areas.

Provide acceptance testing for system updates.

Provide support for department director, working in tandem to monitor all processes, assist in all audits and successfully meet all regulatory requirements with regard to managing and reporting unclaimed properties.

Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.