Operations Specialist – Claims

H&R Block

. Review client claims for accuracy and required documentation .

Posted 10/8/2026full-timeRemote • Missouri • United StatesMid-LevelSenior💰 $16 - $24 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and detail-oriented skills in reviewing client claims for accuracy and compliance. Proficient in effective communication and customer service techniques, with the ability to collaborate across diverse teams and manage high-stress situations.

Highest-signal resume keywords

Claims ProcessingCustomer Service TechniquesAnalytical SkillsCommunication SkillsExperience with Salesforce

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Claims ReviewDocumentation RetentionInvestigation TechniquesWindows Operating SystemsMultitasking Across Applications

Soft Skills

Effective CommunicationProblem SolvingOrganizational SkillsCollaborationStress Management

Tools & Technologies

SalesforceOutlookWordExcelSharePoint

Industry Keywords

Client ClaimsService Level AgreementCross-Functional TeamsHigh-Stress EnvironmentH&R Block Experience

About the role

Key responsibilities & impact

Review client claims for accuracy and required documentation
Process claims for payment or additional research
Serve as liaison with field associates and management regarding client claims, associated software applications, and processes
Assist internal and external clients via phone, email, mail, and instant messaging
Monitor pending submission claims and work with field associates to submit for review or void as needed
Monitor under-review claims for needed information
Coordinate with field associates and tax analysts to ensure claims are processed within the department service level agreement
Perform detailed reviews of claim information and notes for consistency and compliance with company policies
Support field associates and management as liaison with other business units
Provide support and feedback regarding department policies, processes, and guidelines
Research and resolve client claims issues via Salesforce client escalations
Perform other duties as assigned

Requirements

What you’ll need

High school diploma or equivalent
Ability to communicate clearly, calmly, and confidently by telephone and email
Excellent verbal and written communication skills
Ability to conduct interviews with clients, potential suspects, merchants, and law enforcement
Effective customer service techniques with clients who may be aggressive or under stress
Ability to work effectively in a diverse work group and collaborate with multiple cross-functional teams
Ability to work independently to problem solve, organize, and prioritize cases
Analytical and detail-oriented approach
Ability to complete repetitive tasks and remain focused while documenting case notes in an organized and comprehensive manner
Experience with Windows operating systems
Ability to multitask across Outlook, Word, Excel, SharePoint, and web applications via multiple monitors
No previous work experience necessary
Preferred: 3–5 years' experience in a high-stress customer service position
Preferred: Experience with documentation and information retention
Preferred: Investigation and validation of information
Preferred: One-year experience within H&R Block
Preferred: One-year similar claims experience

Benefits

Comp & perks

Competitive pay
Medical and prescription drug coverage for qualifying associates and eligible dependents
H&R Block Retirement Savings Plan (401(k) Plan)
Employee Assistance Program
(Virtual) fitness center programs
Associate discount program
Business Travel Accident Insurance
Associate Tax Prep benefit
Continuous learning
Support for well-being and life both in and outside of work
Potential participation in incentive compensation or short-term incentive plans