Estate Claims Specialist

Summary: DCM Services & Forte, LLC are industry leaders specializing in estate account management and probate claims solutions for major clients nationwide. As an Estate Claims Specialist, you will be responsible for processing and filing estate-related claims, ensuring compliance and accuracy while contributing to quality control and estate research functions. Responsibilities: - Prepare, process, and accurately file probate claims across multiple jurisdictions - Serve as an authorized company signatory and notarize claims (requires/notary commissioned or company-commissioned) - Prepare claims to meet varying court requirements and record-keeping standards - Manage the mailing process for claims, including Certified Mail when required - Conduct quality control reviews of estate data to ensure accuracy and compliance - Perform estate match reviews to verify correct alignment with client information - Process returned claims efficiently and support senior claims staff as needed - Respond to internal client requests (Operations, Client Liaisons, Account Reps) - Prepare filing fee checks to accompany claim packages - Research missing or incomplete estate data to maintain an accurate proprietary database - Assist with post-claim documents including releases, satisfaction forms, and withdrawals - Maintain compliance with company information security, privacy guidelines, and client-specific requirements - Complete other administrative or operations-related duties as assigned Required Qualifications: - High school diploma or GED required - Beginner to mid-level computer proficiency - Working knowledge of Microsoft Office (Word, Excel, Outlook) - Strong written and verbal communication skills - Excellent attention to detail with a focus on accuracy and organization - Ability to independently manage tasks while also working effectively in team-oriented processes - Strong problem-solving and analytical abilities - Ability to sit for extended periods during the workday - Demonstrated ability to maintain professionalism with internal and external stakeholders Preferred Qualifications: - Strong active listening and communication skills - Logical decision-making based on data and situational awareness - Adaptability in a dynamic environment - A proactive approach to learning and tackling new challenges Required Skills: Notary Commission, Microsoft Word, Microsoft Excel, Microsoft Outlook, Computer Proficiency, Analytical Abilities Benefits: Collaborative team environment, Mission-aligned work supporting responsible estate management, Growth and development opportunities, Competitive compensation & bonus eligibility, Stable, reputable organization with long-standing industry presence