Job Description and Duties The Public Response and Support Unit (PRSU) within the Public Response and Support Section (PRSS) is responsible for evaluating and approving claims, conducting claims and property research in response to phone call and email inquiries, and assisting the public by responding to incoming telephone inquiries regarding unclaimed property claims, processes, procedures, and program requirements. Under general supervision of the Supervisor I of the PRSU within the Support Services Bureau, the Analyst I (AI) serves as the entry-level analyst, who provides customer service as a first line claims representative for calls transferred to the claims review queue, the task queue through the Kelmar Abandoned Property System (KAPS), and email inquiries in support of the Unclaimed Property Division (UPD). The incumbent functions as a technical resource for the unit by reviewing and resolving claim inquiries that require additional research, analysis, interpretation of policy, or independent judgement. The AI is responsible for researching complex claim issues, obtaining and evaluating supporting documentation, determining claimant entitlement, and processing claims through final disposition in accordance with the Unclaimed Property Law, Government Code, Probate Code, Civil Code, Code of Civil Procedures, the California Code of Regulations, and Unclaimed Property Standard Operating Procedures. Claims processed include, but are not limited to, cash, securities and safe deposit box contents.
Duties Performed:
(Candidates must perform the following functions with or without reasonable accommodations.)
- Respond to claim inquiries forwarded to the PRSU claims processing queue within the UPD Contact Center requiring claims research, analysis, and resolution. Review claim records, supporting documentation, and applicable laws, regulations, policies, and procedures to evaluate claim entitlement in processing qualifying claims to an end point. Communicate with claimants, authorized representatives, businesses, and other stakeholders to obtain required documentation, explain claim requirements, resolve deficiencies, and facilitate timely claim resolution while ensuring compliance with established program requirements.
- Assist with claimant calls and serve as a call agent back-up as needed for the general queue. Process claim inquiries, perform property research, create new claims, review claimant documents to provide detailed claim status including confirmation of receipt of documents requested from pended claims evidence requests, explanation of documents requested from open workflows or evaluator notes, assign high priority to claims upon determination of claimant status, and route claims to other appropriate departments as necessary. Assist in identifying trends, recurring claimant issues, and process improvement opportunities related to escalated claims and Contact Center operations. Participate in claims cross training, new employee onboarding training, refresher training, procedure development, quality assurance activities, and special projects. Maintain current knowledge of program policies, laws, regulations, and system enhancements to support operational effectiveness.
- Daily monitoring of the Task Management PRU queue to respond to call escalations sent via task workflow through the Kelmar Abandoned Property System. Research, analyze, evaluate, approve, deny, or otherwise process unclaimed property claims in accordance with applicable statutes, regulations, and departmental policies. Interpret complex legal and financial documentation including, but not limited to, final decree documents payable to beneficiaries, life insurance proceeds and beneficiary designations, uniform transfer to minor accounts, original instrument documents, reported address and other holder association documents, and other filings to determine claimant entitlement. Respond to claimants with their claim status and provide details for claims needing additional documentation to determine entitlement. Coordinate with internal program areas to resolve complex claim issues and ensure accurate and timely claim processing.
- Serve as a subject matter expert for the PRSU by collaborating with management and internal stakeholders on program initiatives, workgroups, and projects that improve claimant service, claim processing efficiency, and Contact Center operations. Provide inventory, time, and production data to management as requested. Represent the Bureau on teams and in work groups, which have divisional, departmental, and/or statewide impact on the Unclaimed Property Program.
- Provide support to the SSB by cross-training and providing back-up to address the fluctuating needs of the Bureau and Division. You will find additional information about the job in the Duty Statement. Working Conditions This position is located at The Park, a quaint and historical campus environment two blocks from McKinley Park, in the heart of residential East Sacramento. Easily accessible from US 50 and I-80, The Park offers free parking, quick walks to local restaurant favorites, and countless lunchtime strolling opportunities through the quiet East Sacramento neighborhood. This position is eligible for hybrid telework under California Government Code Section 14200 for eligible applicants residing in California. All telework schedules are subject to change and may be reevaluated at any time. Specific telework arrangements may be discussed in more detail with the respective hiring manager. Telework does not change the terms and conditions of employment, the essential functions of job duties, or required compliance with the State Controller's Office policies. Applicants must reside within California at the time of appointment. In July 2025, the State of California implemented the Personal Leave Program (PLP) 2025. This program temporarily reduces employees’ monthly base pay in exchange for paid leave credits. This position is subject to PLP 2025 and will have a monthly base pay reduction of 3% in exchange for 5 hours of leave credits through June 2027. The salary ranges shown on this job posting do not reflect the salary reduction. Minimum Requirements You will find the Minimum Requirements in the Class Specification.
- ANALYST I Additional Documents
- Job Application Package Checklist
- Duty Statement Department Information The Office of the State Controller (SCO) is the destination employer within the State of California. As California’s chief fiscal officer, the Controller’s Office ensures accountability and transparency of California’s financial practices while promoting fairness and opportunity for all. Here, you’ll work in a collaborative and supportive environment with diverse opportunities for professional growth and development. A career with the SCO offers meaningful work that directly impacts the state’s future. The Unclaimed Property Division (UPD) of the California State Controller’s Office plays a vital role in reuniting Californians with their lost or forgotten assets, such as bank accounts, stocks, or uncashed checks. This division safeguards unclaimed property and works diligently to return it to its rightful owners, ensuring fairness and financial equity across the state. By joining this division, you’ll be part of a team that directly impacts people’s lives on a day-to-day basis. Take the next step in your career with an organization that values innovation, integrity, and the well-being of its employees. Apply today and build a California where everyone thrives! Visit our website to learn more about the State Controller’s Office. How did you hear about us? Take our survey!
Special Requirements Take the required examination here: Analyst I Examination Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
- Demonstrate a high degree of initiative and analytical ability.
- Ability to be a strong leader, work as part of a team as well as independently.
- Ability to provide excellent internal and external customer service utilizing effective and professional communication.
- Must be dependable, punctual, and flexible while working under demanding conditions.
- Knowledge and experience with various software programs and Microsoft (TEAMS, VoIP, Outlook, Word, Excel, PowerPoint, Visio, and Access).
- Experience or ability to conduct virtual training using various Microsoft Office applications.
- Excellent organizational and research skills with attention to detail.
- Ability to work under pressure quickly and accurately while dealing with multiple tasks and changing priorities.
- Must be able to remain calm under pressure and recognize the needs of others.
- Must be creative, self-starter, and have the ability to take on challenges effectively.
- Must be flexible, willing to learn, and thrive in an environment of constant change.
- Must use good judgement, be approachable, friendly, open-minded, and have a positive attitude.
- Must be continuously available to answer inquiries by unit staff.
Benefits
Benefit information can be found on the CalHR website and the CalPERS website.