Complex Case Specialist, Settlement & Trust Solutions

Ametros; Wilmington (MA); On-site; USD 50,000 - 70,000; Full time

Job summary

Ametros is hiring in Wilmington, MA to support and grow our settlement services portfolio. You will proactively discuss, support and/or sell products and services to clients, building rapport with external stakeholders and guiding cases through the settlement process.

As a high-energy, target-driven professional, you will own a subset of high-value cases, follow up regularly, and collaborate with Business Development to overcome objections and push cases to closure.

Qualifications

• 1-3 years experience supporting sales efforts and serving as a direct point of contact to clients.
• 1-3 years experience in the trust industry and/or worker's compensation space.
• Experience articulating services and products to the multiple parties at a mediation table

Responsibilities

• Proactively discuss, support and/or sell products and services, and specific settlement needs with clients.
• Develop rapport with external stakeholders to provide a concierge level of service on cases and request new referrals.
• Influence the settlement process by offering value-adds and complex case knowledge to ensure comfortability of all involved in the settlement.
• Take ownership of individual assigned subset of high-value, complex cases from initial referral to conversion.
• Follow up via phone and/or email regularly with key settlement stakeholders to discuss case status.
• Strategize monthly with Business Development Managers to overcome objections to settlement and push cases forward.
• Convert referrals to Members based on the assigned targets.
• Serve as a direct point of contact for channel partners as needed.
• Maintain a basic understanding of the types of Trusts used and the benefits they may present in each individual case.
• Attend settlement mediations or roundtable discussions per the request of clients or management.
• Keep up with best practices and industry trends.

Skills

Analytical

Communication

Sales skills

Motivated

Problem solving

MS Office

Education

GED or high school diploma

Bachelor’s degree in Arts/Sciences (BA/BS) preferred

Tools

MS Office

Job description

Ametros is hiring in Wilmington, MA to support and grow our settlement services portfolio. You will proactively discuss, support and/or sell products and services to clients, building rapport with external stakeholders and guiding cases through the settlement process.

As a high-energy, target-driven professional, you will own a subset of high-value cases, follow up regularly, and collaborate with Business Development to overcome objections and push cases to closure.