Operations Coordinator
Full-time
Morgan & Morgan, P.A.
Role Description
The Outbound Referrals team at Morgan & Morgan is responsible for referring cases to our referral partners, ensuring our clients receive the best possible representation. We are looking to build out our Referrals team with a Central and Western US Operations Coordinator.
The Operations Coordinator will work closely with Regional Managers to manage referral volume for this region. This includes:
- Assigning the daily flow of leads to various partner firms
- Ensuring partners are providing critical data and documentation
- Updating firm records
- Assisting with various strategies/policies
- Helping us stay compliant with ethics requirements
- Participating in referral partner meetings with the Regional Manager
The ideal candidate is a self-motivated, highly independent, technologically competent, resourceful individual with exceptional organizational skills.
- Maintain daily flow of referrals to referral partner firms for entire region
- Track and report compliance/ethics data for Regional Manager and Referrals Department Compliance Attorney
- Support Regional Manager with keeping all case agreement records up-to-date
- Support accounting staff with payment compliance by facilitating communication with partners
- Build and maintain weekly/monthly progress reports to ensure partners are adhering to best practices playbook
- Interact regularly with attorneys, case staff, and intake teams both internally and at partner firms
- Travel occasionally to visit referral partners at their office (travel expenses are reimbursed by the firm)
Qualifications
- Bachelor's Degree or equivalent
- 2+ years of Business Development or Account Management Experience
- Effective communicator with a strong phone/Zoom presence
- Ability to proficiently engage with other professionals through disciplined outbound call activity and email
- Ability to learn and master new technologies quickly
- Ability to harness qualitative and quantitative data to inform decision making
- Proficiency in Microsoft Office
Benefits
- Medical and dental insurance
- 401(k) plan
- Paid time off
- Paid holidays
Vacancy posted 4 days ago
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