Case Manager

VERITEXT LLC • Washington, DC

25d • Hybrid

About The Position

At Veritext, we focus on the details – so legal teams can focus on the case.

Our clients count on us to make the legal process seamless and efficient from scheduling court reporters and legal videographers to ensuring transcripts are delivered on time and flawlessly accurate. As a Case Manager, it is your duty to ensure that our clients and receive excellent service, as their designated point of contact.

Requirements

• 3+ years of related experience
• Proficiency in MS Office required
• Customer service oriented with strong interpersonal skills and the ability to communicate and interact effectively
• Dedicated professional with the ability to respond to requests promptly and accurately
• Must be detail oriented, organized, be able to multi-task and work under pressure to meet or exceed deadlines
• Proactive and motivated with strong problem solving and follow up skills

Responsibilities

• Work collaboratively with Veritext colleagues, exhibiting Veritext Values
• Ensure that all client (internal and external) communications are handled in a professional, timely and courteous manner
• Communicate necessary information timely, accurately and effectively; report incidents to management
• Welcome new projects and ideas; continuously work to enhance job knowledge while bringing value to role
• Take ownership of your work; follow-thru until final resolution
• Understand Veritext products and services, their value and commensurate fees
• Fully understand and utilize all Vision functions as they relate to your position and their impact on other functions, departments, myVeritext, reporter portal, etc
• Participate and absorb all trainings including Veritext University, Summer Camp, in-person development sessions, etc
• Understand Company targets and strive to meet and exceed
• Ensure that departmental training materials are current, effective and utilized
• Use Vision workflow to ensure all aspects of your activities are completed accurately and timely
• Be an active participate in the phone queues and Front mailboxes while meeting Operations Excellence goals
• Aligns correct products/services information including features and benefits to client needs
• Establish and manage cases within Vision; Be proactive in your approach
• Fulfill client requests timely (in accordance with service-level agreements) including Revised Orders, special client requests, etc AND take appropriate action
• Resolve issues and/or escalate as needed; coordinate/partner with applicable departments and/or colleagues (i.e. Billing, Account Executive / Sales Dept., Client Services, Cash Apps.) to ensure prompt and accurate resolution
• Communicate necessary information timely and accurately to all parties, including clients, back office staff, sales and vendors
• Be responsible for contacting subcontractors on order changes and ensure they are fulfilled; follow-up! Notify reporters of dailies, expedites, etc.
• Treat mediators, co-workers, reporters, videographers as "key members of our team"; go out of your way for them
• Track incidents according to protocol
• Proactively track assignment deadlines and; follow up with reporters and vendors to ensure timely delivery to clients
• Treat all Veritext Intra-Company jobs, consistent with Veritext standards
• Ensure that all Vision entries (standing orders, notes, etc.) are clear, concise and consistent client specifications
• Encourage use of and manage all aspects of MyVeritext, including setting up USER ID's, establishing security rights and training users on features
• Ensure coverage for all urgent after-hour requests that require immediate assistance/response before next business day
• Take ownership of managing all aspects of scheduling mediations and arbitrations
• Recommend and implement improvements in process and procedures
• Analyze data using all relevant tools and present solutions and ideas
• Assist clients with scheduling and preparing confirmation letters, notice of mediations, Mediator’s Reports to Courts
• Represent Veritext as a SPOC along with Account Executive for all scheduling, transcripts, standing orders, etc for the large cases they are responsible for

Benefits

• Competitive compensation and total rewards package including comprehensive medical, dental and vision insurance as well as company-paid life insurance, short-term and long-term disability insurance
• Healthy work-life balance: hybrid work structure, paid time off, Paid Parental Leave, tuition reimbursement and more
• Employee equity and referral programs: when we succeed, you succeed!
• Extensive mental health and wellness benefits – to help you feel your best and thrive personally and professionally
• Matched 401(k) to help you save for your future
• Veritext Cares: our commitment to making a difference beyond the workplace, supporting local causes and paying it forward to the communities we live and work in
• Earned wage access: get a portion of the wages you earned prior to payday
• Learning and development opportunities including ongoing training, mentorship, and access to resources that support your personal and professional growth
• Engaging, collaborative, inclusive culture that values curiosity, initiative, and creativity with unique programs like Veritext Summer Camp and Wellness Week– because work should be rewarding and fun!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees