Careers

THE POSITION

Collections and retentions is a revenue generation department and is looking for a collection and retention agent who is motivated contribute to the revenue growth of the department and achieving financial incentives. The person in this position will provide services to all LTS clients on the collection of all unpaid and bank cancelled accounts.  The employee needs to be empathetic, reliable, courteous, hardworking, energetic, and able to problem solve.

The successful applicant will report to the Collection & Retention Manager, Mr Gavin Scullard. 

ROLES AND RESPONSIBILITIES

COLLECTIONS:

Meet target brackets for collection or reversals and unpaid debts.  This includes targets for total net collections, total revenue collected, client details checked, and reducing unpaid rates from reversals and unpaid rates.  Achieving these involves: 

Direct deposits and Reversals and Unpaid: Update policyholder’s profile with necessary payments, unpaids, reversals or refunds.

Banking: Capturing collections and payments on banking sites ready for checking and release.

General administration work.

Prepare reports for manager.

Call Policy holders that have gone unpaid through the LTS System. Leads will be provided to the employee.

Contact and speak to only the policy holders.

Obtain permission/consent from policy holders to debit their credit card, this will include obtaining the credit card details from the client.

Obtain permission/consent from policy holder to debit their bank account.

Process the abovementioned transactions via payment links, catch-up, Same Day Debits, EFT.

Obtain proof of payments from policy holder.

Manage and follow-up on all EFT payments.

Record and receipt the abovementioned transactions.

Compile daily, weekly, and monthly reports.

Ensure the LTS system is updated accordingly.

Update policy holder’s personal information when prompted by the system.

Update comments regarding unpaid debit orders and payment arrangements.

Ensure the correct amendment procedures are followed.

Any other adhoc functions.

RETENTIONS:

Meet target brackets for reinstatement of policies. Achieving these involves:

Outbound calls.                          

Contact and speak to only the policy holders.

Ensure the correct amendment procedures are followed which include but are not limited to addition, changing, or upgrading of products and bank details update.

Written correspondence (e-mails/ fax).

Complaint handling/resolution.

Client retention (LTS and all other allied policies).

Any other ad hoc functions.

BACKGROUND

Legal&Tax Services (Pty) Ltd is an authorized financial services provider FSP No 28566. We provide our members with affordable subscription-based services that enable them to access professional advice, assistance and insurance cover through a focused suite of products ranging from legal expense insurance, funeral policies and hospital cash-back cover. These are complemented by a range of value-added services spanning tax, debt, trauma and educational services. 

OUR PURPOSE

Our purpose is to be a companion to all the people of South Africa. We aim to do this by providing products and services that ensure the dignity and wellbeing of our members.  With Legal&Tax our members are not alone. To fulfil our purpose, we have embedded three enduring values into our culture: care, growth and courage.

OUR VALUES

We Care

We are trustworthy in all that we do.

We insist on honesty and integrity in all our interactions.

We leave a lasting impression of service excellence, always aiming to exceed expectations.

We infuse positivity and empathy into our work.

We Grow

We challenge ourselves to improve personally and professionally.

We grow financial returns for all our stakeholders.

We take action, learn and improve.

We embrace technology as an enabler of business efficiency and innovation.

We are Courageous

We confront hard realities of our environment, while maintaining faith that we will be successful.

We are driven by our purpose, no matter who is watching.

We take complete accountability for our actions.

SKILLS AND REQUIREMENTS

Vernacular or Afrikaans and English languages a must

Minimum Matric / Grade 12

6 months or more years of debt collection experience

Experience in working with targets and tight deadlines

Demonstrates the ability to perform effectively under pressure

Team player

Good time management skills

Good negotiation and persuasion skills

Great interpersonal and communication skills 

Persistent and tenacious attitude towards goals and overcoming challenges 

Adaptability

Attention to detail

Customer service orientated

Excel and Word skills (Minimum beginner requirement).

TO APPLY

Submit applications to careers@legalandtax.co.za  with the subject “Collection & Retention Agent”.  Start date ASAP

Please include:

Your comprehensive CV and a cover letter.

THE POSITION

We are looking for an Outbound Engagement Agent in our Servicing Department to start ASAP. This role entails attending to outbound calling to clients for the department and obtaining market related information and feedback on our services. 

ROLES AND RESPONSIBILITIES

The Outbound Engagement Agent will report to the Outbound Engagement Supervisor. The values of the successful candidate must align strongly with our sense of purpose and values.  The core duties of the position will include but not be limited to:

Interact with clients daily by following prescribed protocols 

Contact the prescribed number of clients every month

Obtain feedback from clients and capture the information accurately

Identify issues clients experience with the services

Generate the prescribed number of leads

Maintain a conversion rate of above 6%

Handle objections and avert cancellations

Log calls for clients who need assistance

Support sales if required

Provide general back up for the Receptionist and fill in during their lunch time

Execute on other instruction the company might provide.

BACKGROUND

Legal&Tax Services (Pty) Ltd is an authorized financial services provider FSP No 28566. We provide our members with affordable subscription-based services that enable them to access professional advice, assistance and insurance cover through a focused suite of products ranging from legal expense insurance, funeral policies and hospital cash-back cover. These are complemented by a range of value-added services spanning tax, debt, trauma and educational services. 

OUR PURPOSE

Our purpose is to be a companion to all the people of South Africa. We aim to do this by providing products and services that ensure the dignity and wellbeing of our members.  With Legal&Tax our members are not alone. To fulfil our purpose, we have embedded three enduring values into our culture: care, growth and courage.

OUR VALUES

We Care

We are trustworthy in all that we do.

We insist on honesty and integrity in all our interactions.

We leave a lasting impression of service excellence, always aiming to exceed expectations.

We infuse positivity and empathy into our work.

We Grow

We challenge ourselves to improve personally and professionally.

We grow financial returns for all our stakeholders.

We take action, learn and improve.

We embrace technology as an enabler of business efficiency and innovation.

We are Courageous

We confront hard realities of our environment, while maintaining faith that we will be successful.

We are driven by our purpose, no matter who is watching.

We take complete accountability for our actions.

SKILLS AND REQUIREMENTS

We take complete accountability for our actions.

Good interpersonal skills.

Good understanding of Legal&Tax and its products.

PC literacy, especially Outlook and Microsoft applications. 

TO APPLY

Please send your application and CV to careers@legalandtax.co.za with the name of the position you are applying for in the subject line.