What are the responsibilities and job description for the Estate Specialist position at Weltman, Weinberg & Reis Co., LPA?
Under general supervision, the Estate Specialist attempts to locate consumers’ representatives, and/or consumers' assets
to secure payments.
Responsibilities/Duties/Functions/Tasks:
- Mails letters to consumers’ representatives to notify and encourage payment of outstanding balances.
- Calculates payment arrangements and negotiates settlements which may require attorney/client approval.
- Confers with consumers’ representatives by telephone in attempt to determine potential collectibles from estate or
other assets of decedent and review terms of sales, service, or credit contract. - Documents information about financial status of estate and status of collection efforts.
- 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
for the financial affairs. - Ensures all required procedures and paperwork are accurate, complete, and in accordance with client guidelines and
applicable state laws – Forcing an estate. - Files claims.
- Identifies potential after date of death charges, the party responsible for making charges, and recommends
appropriate actions to clients. - 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
service on a recorded and monitored phone line. - 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
additional information and documentation. - 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.
Compensation and Benefits:
- Competitive salary based upon experience starting at $18.00 plus uncapped bonuses
- Paid Time Off (PTO) - 16 days annually 9 Company paid holidays
- Competitive benefits - Medical, Rx, Dental, Vision, 401(k), Parental Leave, Life and Disability Insurance and more. You can review our benefits at www.weltman.com/careers for more information.
- Promotional opportunities from within the Firm
- Employee Perks available from Verizon, Car Dealerships, Local Movie Theaters, Theme Parks, etc. Positive office environment with regularly scheduled parties, contests, and community support initiatives
- On site "Bistro To Go" vending and fresh foods available
- Free parking
- Free onsite fitness center for all employees
EOE Statement: WWR/Weltman is an Equal Employment Opportunity employer.
