Remote Claimant Recovery Agent with CRM Expertise

Surplus Funds Recovery Agent (Remote) – CRM Management, Research & Claimant Outreach

Project Description:

We are seeking a dedicated Surplus Funds Recovery Agent to assist with locating and contacting individuals who may be entitled to claim surplus funds from tax sales, foreclosure sales, and other government-held funds.

This is a long-term remote position for someone who is organized, detail-oriented, and comfortable working independently.

Compensation

* $2.00 per hour
* Performance-based commissions
* Monthly bonuses for productivity, attendance, and results
* Opportunity for long-term growth

Primary Responsibilities

CRM Management (Excess Elite CRM)

* Manage and update claimant records in Excess Elite CRM
* Track lead status and claimant communications
* Maintain accurate notes and documentation
* Update contact information and claim progress
* Organize follow-up schedules and reminders
* Monitor pipeline activity and claim stages

Lead Research & List Management

* Pull and organize surplus funds lead lists from various states
* Review county and court records
* Research claimants and heirs
* Verify available surplus funds amounts
* Maintain state-specific tracking spreadsheets
* Upload and organize new leads within the CRM

Investigative Research

* Utilize OSINT (Open-Source Intelligence) research techniques
* Locate claimants using public records and online databases
* Search for phone numbers, addresses, relatives, and social media profiles
* Verify identities and contact information
* Document all findings inside the CRM

Claimant Outreach

* Initiate contact with claimants by phone, text, email, and social media
* Conduct follow-up communications
* Schedule appointments and consultations
* Explain the surplus funds recovery process
* Record detailed notes from conversations

Mail & Marketing Coordination

* Prepare mailing lists for postcards and direct mail campaigns
* Track mailed postcards and responses
* Coordinate mailer campaigns
* Assist with organizing door-knocking assignments
* Verify addresses before field outreach

Administrative Duties

* Data entry
* File organization
* Quality control of lead information
* Reporting daily activities and progress
* Maintaining confidentiality of claimant information

Requirements

* Strong English communication skills
* Reliable internet connection
* Ability to learn new software quickly
* Experience with CRM systems preferred
* Research and investigative mindset
* Attention to detail
* Self-motivated and dependable

Ideal Candidate

We are looking for someone who can work independently, manage a large number of leads, conduct detailed research, and help move claimants through the surplus funds recovery process efficiently.

Please include:

* Your name
* Country/location
* Relevant experience
* CRM experience (if any)
* Research experience (if any)
* Weekly availability
* Why you believe you are a good fit for this position

This is a long-term opportunity for the right candidate with additional commission and bonus potential based on performance.