Debt Relief Specialist / Account Manager – Toronto

Description

A mid -size business advisory firm that provides practical solutions to complex financial and operation problems that deals with individuals and families in financial difficulty is hiring a / Debt Relief Specialist / Account Manager to support their surrounding areas. This individual should by proactive and passionate about their contribution to the firm.

Position Summary : The primary responsibility as a Debt Relief Specialist / Account Manager is to speak with potential clients to assist them in resolving their financial situation and recommending a solution involving one of the services offered.

The Debt Relief Specialist / Account Manager will receive live calls from the Client Service Team and external referral sources and immediately speak to the potential client over the telephone or video, while reviewing each case to provide guidance, options and solutions. The Client Solutions Advisor will strive to be a high performing individual and your success will be measured by how you meet and exceed your goals.

The clients are our main priority, we work as a team to get them the help they need to build a financially positive future.

Flexibility to work during and outside standard office hours required.

Major Responsibilities :

• Handling inbound calls from potential clients to determine if one of our services (bankruptcy and consumer proposal) are best suited to resolve their specific financial situation and rendering clients to appropriate resources and affiliates when our solutions are not suitable.
• Working with different types of leads from multiple sources and displaying the flexibility needed to adapt to the varying demands this requires
• Meeting and exceeding performance metrics and measurement benchmarks related to conversation rates.
• Striving to improve against metrics and increase conversation rates while balancing this with the need to ensure client satisfaction
• Creating a superior customer experience through engagement, listening and understanding the needs of potential clients and showing compassion and empathy while guiding the clients through their options
• Developing, maintaining and applying the learned knowledge of our specializ3ed industry.
• Assisting the firm within a dynamic position with the development and growth of its existing insolvency practice
• Responding to initial contacts from insolvent persons in person, by telephone, e-mail, etc.,
• Meeting clients face-to-face, or on the telephone, understanding their particular needs and matching those to one of our solutions where it is in the client’s best interests
• Liaising with the centralized teams that handle most initial calls and web inquires and other departments
• Drafting documentation and inputting data in appropriate systems
• Documenting client situations clearly to facilitate subsequent data processing in the back office
• Retaining the critical relationship with the debtor during the administration of the estate including handling communication of material issues to the debtor
• Arrange final meetings with clients to sign all required documents that are forwarded to the administrative team and work with them to resolve any outstanding issues networks as opportunities present themselves
• Attend training, team meetings and Firm events as required

Requirements

Qualifications :

Skills and Experience

Compensation, Benefits and Perks

Additional Comments

Interested candidates are invited to submit their resume by separate attachment in Word Format to :  tanya

If you need any further information regarding this opportunity contact :

Tanya Bassil, Sr. Medical Recruiter / Partner

Telephone No. :