Inbound Leads Administrator & Debtors Clerk
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)
- 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 Africas 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 Africas national languages
- Comfortable engaging attorney firms in a professional, firm, and respectful manner
- Experience in:
- Financial services
- Bridging finance
- Legal funding
- RAF administration
- Debtors or collections support
- Familiarity with:
- RAF processes
- Legal terminology
- Attorney workflows
- 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