Estate Specialist

Weltman, Weinberg & Reis Co., LPA • Seven Hills, OH

2d • $18 - $22 • Onsite

About The Position

Under general supervision, the Estate Specialist attempts to locate consumers’
representatives, and/or consumers' assets
to secure payments.

Requirements

• 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.

Nice To Haves

• Bilingual Spanish speaking preferred.

Responsibilities

• 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.

Benefits

• Competitive salary based upon experience starting at $18.29 - $22.04 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 [http://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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees