Estate Specialist

Weltman, Weinberg & Reis Co., LPA; Independence Township (OH); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Competitive salary starting at $20.33–

PTO and holidays

Job summary

Weltman, Weinberg & Reis Co., LPA seeks an Estate Specialist to locate consumers’ representatives and assets to secure payments under general supervision. Responsibilities include notifying representatives, negotiating settlements, and reviewing terms of sales or contracts.

The role requires strong communication, accurate data entry, and the ability to work flexible hours including evenings and rotating Saturdays. A background check and drug screen are required.

Qualifications

• High school diploma or GED required.
• 0-3 years relevant business experience or equivalent.
• 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.

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.
• Confer with consumers’ representatives by telephone 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.
• 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.
• 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.

Skills

Accurate typing

Communication skills

Data entry

Computer literacy

Flexible hours

Education

High school diploma or GED

Tools

Internet research

Job description

Estate Specialist

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.
• 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.

Compensation and Benefits:

• Competitive salary based upon experience starting at $20.33 - $24.78/hr. 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

Physical and Mental Demands:

The physical and mental demands described here are representative of those that must be met by an employeeto successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to remain in a stationary position at a workstation. This position requires constant use of hands and fingers for typing and operating a computer and other office equipment. The employee must possess the ability to communicate information and ideas in writing and verbally. Occasional standing, walking, bending, and lifting of items weighing up to 15 pounds may be required. Close visual acuity is needed to read, analyze data, and view a computer terminal for extended periods.

This position operates in a professional office environment. It is representative of those an employee encounters while performing the essential functions of this job. The employee will experience low to moderate noise levels and moderate interruptions. The workspace is well-lit and climate controlled.

EEO Statement:

Weltman is an equal opportunity employer.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.