Inbound Leads Administrator & Debtors Clerk

SUMMARY:
Inbound Leads Administrator & Debtors Clerk

POSITION INFO:

Inbound Leads Administrator & Debtors Clerk, Johannesburg

Summary 

A well-established financial services business operating in the property bridging finance and Road Accident Fund (RAF) funding space is seeking a highly organised and detail-oriented Inbound Leads Administrator & Debtors Clerk.

This is a dual operational role responsible for:

• Managing, qualifying, and coordinating inbound leads via HubSpot
  
  

• Supporting debtor management through structured, professional follow-up with attorney firms
  
  

This is a non-sales and non-credit decision-making role, focused on accuracy, responsiveness, compliance, and maintaining strong professional relationships with legal stakeholders.

Key Responsibilities 

-Inbound Lead Management (HubSpot-Centric)

Receive and manage inbound enquiries from: Website forms, Email, WhatsApp, Channel partners, Internal referrals

Capture, update, and manage all leads within HubSpot

-Initial Lead Qualification (Property & RAF)

Conduct first-level qualification of inbound enquiries relating to: Property bridging finance and RAF advances

-Internal Coordination & Allocation

Allocate qualified leads via HubSpot to the appropriate channels

Route leads correctly based on: Product type, Attorney relationship ownership,Risk profile

Escalate urgent, complex, or high-risk enquiries to senior operational support

-Debtors Management & Aging Follow-Ups (Attorney-Focused)

Monitor and follow up on aging matters

Proactively engage with attorney firms to: Request settlement updates, Confirm expected payment timelines, Obtain explanations for delays

Maintain accurate debtor notes and follow-up records within HubSpot and/or internal systems

Escalate: Long-outstanding matters, Repeated non-responsiveness,Risk concerns

Support reconciliation and reporting by ensuring debtor information is current and reliable

Maintain disciplined yet professional attorney relationships

-Client & Channel Communication

Professionally engage with: Attorneys, Estate agents, Channel partners, Claimants (where applicable)

Communicate clearly and respectfully across South Africa’s national languages

Request outstanding information and documentation efficiently

Represent the business professionally at all times

Qualifications & Requirements (Essential)

• Proven experience working in HubSpot or a similar CRM
  

• Strong administrative, organisational, and follow-up skills
  

• High attention to detail and data accuracy
  

• Ability to manage high volumes of inbound enquiries and follow-ups
  

• Clear verbal and written communication skills
  

• Multilingual capability across South Africa’s national languages
  

• Comfortable engaging attorney firms in a professional, firm, and respectful manner
   

Preferred Skills / Experience

• Experience in:
  

• Financial services
  

• Bridging finance

• Legal funding

• RAF administration
  

• Debtors or collections support
  
  

• Familiarity with:
  

• RAF processes
  

• Legal terminology
  

• Attorney workflows
  
  

Personal Attributes

• Methodical and process-driven
  

• Calm and composed under pressure
  

• Professional yet confident in follow-ups
  

• Detail-oriented and accountable
  

• Discreet and trustworthy with sensitive financial and legal information