Careers

BACKGROUND
Legal&Tax Services (Pty) Ltd is an authorized financial services provider FSP No 28566. Our core purpose is to be a companion to our clients. 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 clients. With Legal&Tax our clients 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.

ABOUT 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.  Please note that this position is based in our Johannesburg offices.

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).

ROLE 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.

APPLICATIONS
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 seek a legal advisor to provide daily telephonic advice, correspond on clients' behalf, and collaborate across departments. You should be dedicated to helping people with legal challenges, enthusiastic about tech-driven services, and committed to fully utilizing the helpline before escalating cases to our claims department. Maximizing our AI product, My AI Lawyer, for efficient, high-quality advice is essential.

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.

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 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

Knowledge and exposure in the following legal fields: Labour, Criminal and Civil.

Ability to work with AI tools such as Chat GPT and an interest in technological changes in the profession.

Computer literacy with Microsoft products.

Able to work well under pressure, have good time management skills and adapt quickly.

Empathetic, want to serve the people of South Africa and believe in the alignment of their role with our purpose and values.

Ability to attend to work within certain time prescribed periods.

QUALIFICATIONS

The candidate must have obtained one of the following degrees from a South African University:

LLB

BCom-LLB

BA-LLB

EXPERIENCE

Must be an Admitted Attorney of the High Court with at least 1 year of post-articles experience.

TO APPLY

Please complete the application form on the following link. 

Legal&Tax Legal Advisor Application Form