Claims Analyst Job at Insight Global, Santa Clara, CA

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  • Insight Global
  • Santa Clara, CA

Job Description

The Claims Analyst plays a key role in reviewing, facilitating, and tracking creditor claims submitted in connection with insolvency proceedings, with a primary focus on Assignments for the Benefit of Creditors (ABCs). This position involves analyzing claim documentation against financial statements, tax filings, and court records to validate amounts, determine claim classifications, and identify potential issues.

Responsibilities include supporting the resolution of tax-related claims by reviewing notices from tax agencies, reconciling claim amounts, and coordinating with internal and external stakeholders to ensure timely and accurate resolution. The Claims Analyst also assists with preparing claim summaries to support distribution planning and overall case management.

Key Responsibilities:

  • Review proof of claim submissions for completeness, accuracy, and supporting documentation.
  • Support Professional Staff by performing claim validation, including matching against debtor schedules or internal records. Recommend allowance, reduction, or rejection of claims based on findings.
  • Notify and coordinate directly with federal, state, and local tax agencies to resolve outstanding tax liabilities and facilitate the closure of debtor tax accounts.
  • Maintain detailed log notes and audit trail relating to creditor communication in the claims management system.
  • Prepare summaries or exception reports for internal and external review.
  • Support reconciliation and distribution waterfall calculations.
  • Log and index incoming proof of claim submissions and correspondence.
  • Maintain organized claim files (physical or digital) for audit and review purposes.
  • Coordinate scheduling for claim-related inquiries or internal review meetings.
  • Provide general claim administrative support to the organization (data entry, filing, email management).
  • Assist with generating POC notices, deficiency letters, and routine communications.

Respond to general creditor & Professional Staff inquiries

Job Tags

Local area,

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