Legal Case Matching Specialist

LegalEASE•Houston, TX

18d•$38,000 - $50,000•Hybrid

About The Position

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.

Requirements

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.
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
Candidate must have valid work authorization for the U.S.
A criminal background investigation is conducted on every Legal Access Plans employee.

Responsibilities

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