Claims and Documentation Specialist

Job Description

About Us: At apexanalytix, we’re lifelong innovators! Since the date of our founding nearly four decades ago we’ve been consistently growing, profitable, and delivering the best procure-to-pay solutions to the world. We’re the perfect balance of established company and start-up. You will find a unique home here. And you’ll recognize the names of our clients. Most of them are on The Global 2000. They trust us to give them the latest in controls, audit and analytics software every day. Industry analysts consistently rank us as a top supplier management solution, and you’ll be helping build that reputation. Read more about apexanalytix - https://www.apexanalytix.com/about/ Job Details The Role Quick Take - We are seeking a skilled and detail-oriented Claims and Documentation Specialist to join our team at the mid-level. In this role, you will manage claims processes, compile supporting documentation, ensure compliance with regulatory standards, and maintain meticulous records. Your ability to navigate state-specific requirements and communicate effectively will be critical to the success of our claim’s operations. The Work - Claims Preparation: Complete claim forms with precision, including business name, tax identification numbers (EIN), and contact information. Obtain claim forms from relevant state or federal unclaimed property websites. Documentation Management: Compile necessary supporting documentation, including: Tax identification numbers (EIN). Business registration certificates. Proof of past addresses and transactions. Correspondence or evidence of ownership. Regulatory Compliance: Research and adhere to state-specific requirements (e.g., notarization rules, submission guidelines). Ensure all forms and supporting documents meet compliance standards and deadlines. Submission Process: Submit completed claims online or via certified mail/courier, ensuring accuracy and proper formatting. Maintain organized copies of all submitted materials. Tracking and Monitoring: Monitor claim progress using reference numbers and tracking details. Regularly check status on state portals or by direct communication with unclaimed property offices. Reporting and Records Maintenance: Maintain detailed records of claims submitted, supporting documentation, and status updates. Prepare periodic reports on claim progress and compliance metrics. The Must-Haves - Experience: 2–4 years in claims processing, compliance, or documentation management roles. Skills: Proficient in researching and interpreting regulatory guidelines. Strong attention to detail and organizational abilities. Excellent communication and interpersonal skills. Familiarity with unclaimed property claims or similar processes (a plus). Technical Proficiency: Comfortable using online portals, databases, and submission platforms. Proficient in Microsoft Office Suite (Word, Excel, etc.) Analytical mindset for managing claims and verifying documentation. Effective time management and ability to meet deadlines. Adaptability in handling diverse client requirements and regulatory changes. Over the years, we’ve discovered that the most effective and successful associates at apexanalytix are people who have a specific combination of values, skills, and behaviors that we call “The apex Way”. Read more about The apex Way - https://www.apexanalytix.com/careers/ Benefits At apexanalytix we know that our associates are the reason behind our successes. We truly value you as an associate and part of our professional family. Our goal is to offer the very best benefits possible to you and your loved ones. When it comes to benefits, whether for yourself or your family the most important aspect is choice. And we get that. apexanalytix offers competitive benefits for the countries that we serve, in addition to our BeWell@apex initiative that encourages employees’ growth in six key wellness areas: Emotional, Physical, Community, Financial, Social, and Intelligence. With resources such as a strong Mentor Program, Internal Training Portal, plus Education, Tuition, and Certification Assistance, we provide tools for our associates to grow and develop.