Estate Specialist Job at Weltman, Weinberg & Reis Co., LPA
Weltman, Weinberg & Reis Co., LPA Brooklyn Heights, OH 44131
$2k Retention Bonus during your 1st year of Employment!
Responsibilities/Duties/Functions/Tasks:
- Mails letters to consumers’ representatives to notify and encourage payment of outstanding balances.
- Confers with consumers’ representatives by telephone in attempt to determine potential collectibles from estate or
- Calculates payment arrangements and negotiates settlements which may require attorney/client approval.
- Documents information about financial status of estate and status of collection efforts.
- Searches internet, credit bureau reports, and obituaries to verify the date of death and the family member responsible
- Ensures all required procedures and paperwork are accurate, complete, and in accordance with client guidelines and
- Files claims.
- Identifies potential after date of death charges, the party responsible for making charges, and recommends
- Monitors files to ensure the letters are received; locates additional addresses if the mail is returned.
- Meets minimum standards for daily calls, files worked and goals.
- Handles files in accordance with WWR and client standards, follows scripts and regulatory compliance requirements.
- Approaches contact with consumers’ representatives and third parties with a high level of professionalism/customer
- Reviews and attempts to resolve rejected claims and/or forwards to attorney for further action.
- Contacts clients, consumers’ representatives, attorneys, and courts for status updates and to request/supply
- Complete all required training applicable to assigned position.
- Additional duties as requested or required.
Qualifications:
- High school diploma or general education degree (GED).
- 0-3 years relevant business experience or an equivalent combination of education, training, and experience.
- Accurate typing and data entry skills.
- Consistently achieves 85%or better on monthly revenue goals.
- Knowledge of basic computer operation, including internet research.
- Maintains composure in difficult situations.
- Communicates effectively verbally and in writing.
- Work flexible hours – day, evening, and rotating Saturday mornings.
- Must pass background check and drug screen.
- Bilingual Spanish speaking preferred.
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