Legal Referral Coordinator
Full Time • Houston, TX, 77056
We are a legal access employee benefits company that makes the needs of members a priority and strives to offer them the best product and service in a personal, but professional, manner.
At LegalEASE, we consider our culture to be among our most important resources. Over the decades our team members have built our culture into what it is today — an environment for our team members to be creative and grow, have fun and be successful, and help our customers to the best of their abilities. Today, this culture is the core at our decision making and strategy.
Join our Team:
We create a customer focused work environment by providing Team Members with the same level of service, respect, and dignity that we provide to our members. Our deeply instilled culture is personified by our Team Members who ensure that we have helped each and every member to the best of our abilities, and to become a company that is easy to work with. If you want to be a part of this cohesive team with opportunities to build a successful career, LegalEASE is the right place for you.
Job Purpose:
We are looking for a detail oriented, efficient individual who can derive a sense of pride and fulfilment in work well done. This role will require the skilled mastery of cold calling with the ability to build genuine relationships and yield great matching results. Responsible for performing a wide range of administrative duties to include referral processing by meaningfully matching members with appropriate legal representation. The Specialist works in a call center environment that requires verbal and written communication with referral sources and benefit information to providers and other tasks assigned. The Specialist works in a team environment and is expected to consistently maintain established department quotas as defined by management.
ESSENTIAL DUTIES:
- Analyze Case Profile
- Cold calling providers when appropriate provider options are limited or do not exist. Negotiating network discounts.
- Managing Accountability sheet daily.
- Communicate with Member Specialist or Manager for any additional information to ensure an appropriate referral.
- Search for a Provider referral options using the provider database and established department resources/ proper procedures.
- Confirm Provider is properly credentialed and approved.
- Place phone calls to Providers for case matching; All actions and information concerning matching must be documented within the case.
- A minimum of three (3) match attempts must be made daily per case.
- Confirmation of all matching points must be satisfied: distance, timeliness of referral, benefits, costs, area of practice, and member preferences.
- Send proper benefit confirmations and payment information (claim forms, payment instructions) to Provider referral option.
- Send all proper documents to Provider (i.e. Questionnaire and Contract)
- Properly update the Attorney Database.
- Communicate effectively and in a timely fashion with members, providers, teammates, and management.
- Complete a Daily Status Updates when referrals are not ready the same day or the next day, so that the information can be communicated to the member.
- Respond to all phone messages and emails within one (1) business day.
- Report daily activity, using the standard (EOD) End of Day Report format.
- Assist with status updates, providing referrals, and making follow up calls as needed when call volume or staffing issues require assistance.
You will do it using your:
- Excellent verbal and written communication skills.
- Ability to take ownership of project.
- Ability to meet aggressive deadlines while maintaining a positive attitude.
- Must be confident calling attorneys for negotiating service sales or recruitment background preferred
- Ability to work under pressure and follow through on tasks.
- Strong organizational skills, Ardent, with an applicable sense of urgency.
- High attention to detail and proven ability to manage multiple, competing priorities simultaneously with minimum supervision.
- Ability to build relationships with leadership team/department heads
- Ability to maintain in-depth working knowledge of LegalEASE’s systems and processes.
NON-ESSENTIAL DUTIES
- Any other duties as assigned by Management.
QUALIFICATION & POSITION REQUIREMENTS: (education, training, experience, license, certification, skill, knowledge, ability, travel, languages, interpersonal skills, etc.)
- High School Diploma, College Degree preferred.
- Minimum three (3) years customer service, insurance, or account management experience
- Must demonstrate strong customer service skills, displaying sound judgement and decision-making.
- Must manage customer expectations by resolving issues in a timely manner.
- Must plan work appropriately and balance multiple priorities.
- Excellent communication skills, both written and verbal.
- Must maintain the highest level of professionalism.
- Microsoft Office proficiency.
- Must have reliable transportation
Our Offering:
- Culture built on Trust, Respect, and Integrity
- Environment that supports the personal drive for excellence
- Access to robust health insurance and legal benefit plans
- Training and Development opportunities
- Paid vacation
- Free Fitness Center on property
- 401 (k) Retirement plan
Working Conditions
The Provider Service Department’s operating hours are 7:00 am – 7:30 pm Central Time.
Work Authorization/Security Clearance
Candidate must have valid work authorization for the U.S.
A criminal background investigation is conducted on every Legal Access Plans employee.
Physical requirements
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
AAP/EEO Statement:
Legal Access Plans is an equal opportunity employer.
Compensation: $38,000.00 - $45,000.00 per year
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
LegalEASE Mission Statement
To become the premier provider of legal plan benefits by providing extensive support, coaching and access to experienced attorneys in the highest quality manner, while holding true to our principles, values and goals as we grow.
Who we are
LegalEASE, a Legal Access Company, offers robust Legal Insurance Plans to employers and their employees across the nation. Through our service, members gain access to an easy-to-use legal service platform to get assistance with personal and family legal matters.
LegalEASE makes the needs of members a priority and strives to offer them the best product and service in a personal, but professional, manner. We take into consideration the employee’s feelings about their legal issue, and take the extra step in the attorney search process by providing an Advocate to the Member, who will remain with them throughout their case.
Since 1971, LegalEASE has been the industry standard in legal benefits and service. For the past 50 years we have made it our mission to deliver the best service imaginable to our members.
Inc. Magazine awarded LegalEASE as one of the Top 5000 Fastest-Growing Companies in 2011, 2012, 2013, 2017, & 2020.
We are 10 million members strong, with over 20,000 network providers, and growing.
Life and Culture
At LegalEASE, we consider our culture to be among our most important resources. Over the decades our team members have built our culture into what it is today — an environment for our team members to be creative and grow, have fun and be successful, and help our customers to the best of their abilities. Today, this culture is the core at our decision making and strategy.
When you join the Team you get to work with an Incredible Group of Extraordinary Human Beings passionately engaged in our mission to make a real difference in the lives of our members.
Our Guiding Principles
- Create a customer focused work environment by providing your coworkers with the same level of service, respect and dignity you would a member
- Embrace diversity as an essential component in the way we do everything.
- Apply the highest standards of excellence in the credentials of our Providers, level of service and processes we use daily
- Help each member individually and ensure that everything you do is in the interest of the member
- Contribute positively to our industry, community and our environment
- Recognize that productivity is essential to our profitability and future success
Join Our Team
We create a customer focused work environment by providing Team Members with the same level of service, respect, and dignity that we provide to our members. Our deeply instilled culture is personified by our Team Members who ensure that we have helped each and every member to the best of our abilities, and to become a company that is easy to work with.
If you want to be a part of this cohesive team with opportunities to build a successful career, LegalEASE is the right place for you.
We create a customer focused work environment by providing Team Members with the same level of service, respect, and dignity that we provide to our members. Our deeply instilled culture is personified by our Team Members who ensure that we have helped each and every member to the best of our abilities, and to become a company that is easy to work with.
If you want to be a part of this cohesive team with opportunities to build a successful career, LegalEASE is the right place for you.
(if you already have a resume on Indeed)
Or apply here.
Growth and Career Advancement
At LegalEASE you are empowered to lead and be an active participant in your career growth. With various coaching, mentoring opportunities including our Leadership in Training program.
Health and Wellness
Our benefits are designed to support you and your family, build and promote a balanced approach to health and wellbeing. We offer a competitive benefits package, including traditional benefits medical, dental, vision, 401k and Life Insurance.
Compensation
We offer competitive compensation as well as a company 401K match, holiday pay, Legal Plan, medical expense card and additional Supplemental involuntary insurance plans that cater to the needs of our diverse team.
On-Site Amenties
Free Fitness Center
On-site Cafe
Lunch Drop
Secured Parking
PTO
We value and encourage having a good work/life balance and want to make sure that our employees have time away from work to relax and recharge with Vacation, Sick and Personal Leave options.
Flexibility
We know that one desk doesn't fit all and that great work happens anywhere. Our flexible approach means we have remote, hybrid and in office opportunities.