Legal Case Matching Specialist

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary
• Health insurance
• Opportunity for advancement
• Vision insurance
• Wellness resources

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're interested in being part of a cohesive team with opportunities to build a successful career, then 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 is an entry level position with the purpose of working with network attorneys to successfully match with clients for legal representation. This role works in a call center environment handling inbound and outbound calls from and to providers. This role works in a team environment and is expected to consistently maintain metrics/KPI’s as defined by management.

What you will do:

• Analyze Case Profile
• Contact Member Specialist or Manager for any additional information
• Search for a Provider using the CMS search function and proper procedures
• Confirm Provider is properly credentialed and approved
• Makes phone calls to Providers for case matching; All actions and information concerning matching must be documented within the case
• A minimum of five (5) 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/needs
• Send proper confirmations to Provider
• Send all proper documents to Provider (i.e. Questionnaire and Contract)
• Notate all applicable information into each case within the CMS
• Properly update the Attorney Database
• Communicate effectively and in a timely fashion with customers, 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 two (2) business hours
• Report daily activity, using the standard Daily Report format
• Assist with status updates, providing referrals, and making follow up calls as needed when call volume or staffing issues require

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.
• 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.

Basic Qualifications:

• High School Diploma, College Degree preferred
• 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 priories
• Excellent communication skills, both written and verbal
• Must maintain the highest level of professionalism
• Microsoft Office proficiency

Our Offering:

• Culture built on Trust, Respect, and Integrity
• Hybrid Schedule
• Environment that supports the personal drive for excellence
• Access to robust Medical, Dental insurance and legal benefit plans
• Training and Development opportunities
• Paid vacation
• Paid Holidays
• Free Fitness Center on property
• 401 (k) Retirement plan

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.
• 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. 

Flexible work from home options available.