Documentation Specialist
Verity Advisors, LLC, Houston, TX, United States
Verity Advisors is a leading Financial Services company specializing in the recovery and return of assets to clients. We pride ourselves on our customized recovery strategies tailored to each client, ensuring the timely and secure return of what is rightfully theirs. With over $100 million and 2,000,000 securities successfully returned, we are trusted as an industry authority in navigating the complexities of asset ownership. Guided by a mission of integrity, hard work, and dedication, we strive to deliver exceptional service and outcomes for all our clients.
Role Description The Claims Documentation Specialist owns the full lifecycle of claim preparation and submission. From the moment a client engagement is signed through final recovery, this role ensures every claim packet is complete, compliant, and submitted accurately to the appropriate state authority. You are the operational backbone between the sales team and the money coming in the door.
Key Responsibilities
Build and submit claim packets to state unclaimed property divisions, ensuring every filing meets jurisdiction-specific requirements.
Review and verify supporting documents including death certificates, probate records, letters testamentary, powers of attorney, heirship affidavits, and government-issued identification.
Monitor claim status across multiple state portals, proactively following up on pending, deficient, or rejected submissions.
Serve as the primary point of contact with state comptroller, treasury, and unclaimed property offices to resolve documentation issues.
Manage a high-volume pipeline of concurrent claims at various stages — intake, preparation, submission, follow-up, and resolution.
Coordinate directly with the sales team to ensure a seamless handoff from signed engagement to active claim.
Identify and escalate complex claims involving multiple heirs, contested estates, securities holdings, or safe deposit box contents.
Maintain meticulous digital and physical records for all active and archived claims.
Perform quality control reviews on all claim packets prior to final submission.
Track and report on claim throughput, turnaround times, and recovery status to leadership.
Qualifications
2+ years of experience in document preparation, claims processing, legal support, title/escrow, or a similarly detail-intensive role.
Exceptional organizational skills with the ability to manage dozens of active claims simultaneously without letting anything slip.
Proficiency with Microsoft Office, Adobe Acrobat, and comfort navigating state government portals and online filing systems.
Strong written communication skills for professional correspondence with state agencies.
Familiarity with probate, estate administration, or unclaimed property processes is a significant plus.
Self-directed and able to prioritize work independently in a fast-paced, deadline-driven environment.
High degree of discretion when handling sensitive personal and financial information.
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Role Description The Claims Documentation Specialist owns the full lifecycle of claim preparation and submission. From the moment a client engagement is signed through final recovery, this role ensures every claim packet is complete, compliant, and submitted accurately to the appropriate state authority. You are the operational backbone between the sales team and the money coming in the door.
Key Responsibilities
Build and submit claim packets to state unclaimed property divisions, ensuring every filing meets jurisdiction-specific requirements.
Review and verify supporting documents including death certificates, probate records, letters testamentary, powers of attorney, heirship affidavits, and government-issued identification.
Monitor claim status across multiple state portals, proactively following up on pending, deficient, or rejected submissions.
Serve as the primary point of contact with state comptroller, treasury, and unclaimed property offices to resolve documentation issues.
Manage a high-volume pipeline of concurrent claims at various stages — intake, preparation, submission, follow-up, and resolution.
Coordinate directly with the sales team to ensure a seamless handoff from signed engagement to active claim.
Identify and escalate complex claims involving multiple heirs, contested estates, securities holdings, or safe deposit box contents.
Maintain meticulous digital and physical records for all active and archived claims.
Perform quality control reviews on all claim packets prior to final submission.
Track and report on claim throughput, turnaround times, and recovery status to leadership.
Qualifications
2+ years of experience in document preparation, claims processing, legal support, title/escrow, or a similarly detail-intensive role.
Exceptional organizational skills with the ability to manage dozens of active claims simultaneously without letting anything slip.
Proficiency with Microsoft Office, Adobe Acrobat, and comfort navigating state government portals and online filing systems.
Strong written communication skills for professional correspondence with state agencies.
Familiarity with probate, estate administration, or unclaimed property processes is a significant plus.
Self-directed and able to prioritize work independently in a fast-paced, deadline-driven environment.
High degree of discretion when handling sensitive personal and financial information.
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