Referral Agent - Remote

Overview

The Referral Agent will be responsible for managing the referral of cases to law firms, ensuring client care and effective communication within the legal intake process.

In Short

• Handle the referral of cases to other law firms.
• Follow up on case status of referred cases.
• Maintain case details in Filevine.
• Prepare case files for disengagement.
• Respond to inquiries from clients and insurance companies.
• Update firms on referred cases.
• Ensure payment of referral fees.
• Prepare weekly Excel spreadsheets and dashboards.
• Research new referral partners as needed.
• Maintain updated contact information for firms.

Requirements

• Ability to manage multiple tasks with limited supervision.
• Strong prioritization and pressure management skills.
• Exceptional communication and writing skills.
• Proficient in Excel and Microsoft Outlook.
• High School Diploma or GED required.
• Home office setup for HIPAA compliance if working remotely.

Benefits

• Competitive salary with monthly bonuses.
• Fully remote work opportunity.
• Supportive team environment.
• Opportunity to work in a reputable law firm.
• Professional development opportunities.