Overview

Job Summary:

The Post Surrender Specialist position is a full-time, salaried position, with the responsibility of managing tasks and activities as assigned and required by the Post Settlement Manager and the Director of Settlements and/or Attorney.

Duties and responsibilities include but not limited to:

Attributes of this position include:

- Attention to detail
- Critical thinking
- Desire to learn
- Solutions oriented
- Leadership skills
- Communication and people skills
- Self-motivated organized thinker
- Ability to interpret and provide critical analysis
- Ability to participate as a productive member of the team
- Good computer knowledge and skills

Key Functions of this position Include:

- Develop, implement, and support all legal efforts.
- Providing feedback on all functions.
- Act as the point of contact for the Client, Settlement Manager, Paralegal, Accounting Dept., and lead Attorney.
- Suggest strategies to improve quality and efficiency or other enhancements.
- Promote the Company philosophy and team atmosphere.

Specific Daily (and Ongoing) Tasks:

- Follow up on surrender dates and settlement check as SAR/998 Term is approaching.
- Coordinate surrenders.
- Collect Surrender documents and forward them to OC.
- Maintain constant communication with OC until settlement funds are received.




- Answer any client questions pertaining to surrender or the post settlement phase.
- Follow up on overage amounts and reconciliation.

Required Attributes:

- Proficient typing ability while handling phone calls and speaking to potential clients.
- Excellent telephone communication skills, including the ability to articulate professional responses, strong listening skills, de-escalation of problem calls, all while maintaining professional phone etiquette.
- 2-3 years of sales and/or customer service experience in a prior customer facing role.
- Must have the ability to be empathetic, persuasive with a high degree of emotional intelligence.
- Must be an Independent and critical thinker, eager to identify and find creative solutions to client or business issues.
- Team-oriented with ability to work well with others in a collaborative, professional work environment.
- Proficient with Microsoft Office platform and applications (Word, Excel, Outlook, Teams).
- Ability to handle and maintain multiple client relationships at once, and to understand where they stand in the lifecycle of a case.
- Knowledge of firm used business applications preferred (HubSpot, AirCall, Microsoft Office, PandaDoc, FileVine).
- Bi or multi-lingual is a must (Spanish).

Job Type: Full-time

Pay: $22,000.00 - $35,000.00 per month

Work Location: Remote

📌 Post Settlement Surrender Specialist (México)
🏢 AbroadWorks
📍 México