What are the responsibilities and job description for the Estate Specialist position at Weltman, Weinberg & Reis Co., LPA?
- 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.
- 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.
Benefits and Compensation:
- $17.68/hr
- Paid Time Off (PTO) - 16 days annually 8 Company paid holidays
- Competitive benefits - Medical, Rx, Dental, Vision, Life, and Disability Insurance after 30 days and 401(k)
- Promotional opportunities from within the firm
- Fun participation in community involvement initiatives, office parties, and competitions
- Employee Perks Available from Verizon, Car Dealerships, Local Movie Theaters, Theme Parks, etc.
- On site "Bistro To Go" vending and fresh foods available
- Free parking
- Free onsite fitness center available to all employees
EOE Statement: WWR is an Equal Employment Opportunity employer committed to maintaining a non-discriminatory,
diverse work environment. WWR does not unlawfully discriminate against any person on the basis of race, color, religion,
sex, sexual orientation, gender identity, national origin, ancestry, genetic information, age, marital status, physical or
mental disability, or status as a special disabled veteran or other veteran. WWR will take affirmative action to assure equal
opportunity for employment is provided with regard to all personnel actions, including but not limited to: recruitment,
selection, compensation, benefits, training, promotion, demotion, layoff, termination and all other terms and conditions of
employment.
Salary : $18