Referral & Relationship Representative

Disability Law Group • Troy, MI

5d • $65,000 - $75,000

About The Position

Disability Law Group is seeking a motivated, relationship-driven professional to grow, organize, and strengthen the firm’s referral network across Disability Law Group, Michigan Accident Attorneys, and related practice areas, including Social Security Disability, VA Disability, and personal injury. This is a business development, referral growth, and community partnership role focused on building relationships, conducting outreach, attending events, tracking a referral pipeline, and converting professional connections into measurable opportunities.

The representative will lead referral development, partner communication, relationship tracking, outreach follow-up, and referral process improvement. The role will help the firm understand referral sources and destinations, prioritize relationships, and increase referral opportunities. The ideal candidate is proactive, organized, professional, and relationship-focused, and is comfortable working toward outreach, referral growth, and performance-based goals. The position involves consistent follow-up, strong communication, local travel, and representing the firm in the community.

The role includes a base salary and eligibility for a performance-based bonus tied to approved referral development, relationship growth, outreach activity, and business development goals. Final compensation depends on experience; the stated annual pay range is $65,000–$75,000.

Requirements

• At least 2 years of experience in business development, referral development, relationship management, community outreach, provider relations, sales, account management, nonprofit development, legal marketing, healthcare marketing, or partnership development.
• Demonstrated experience conducting outreach, managing follow-up, building relationships, or maintaining a relationship pipeline.
• Comfort working toward outreach, activity, referral, quota-based, or other performance-based goals.
• Strong written and verbal communication skills.
• Professional, polished, and credible presence when representing the firm externally.
• Strong organizational skills and ability to accurately track outreach, follow-up, referral sources, and relationship status.
• Ability to work independently, take initiative, and move relationships forward without constant direction.
• Comfort with local travel, in-person meetings, networking events, and occasional evening or weekend events.
• Valid driver’s license and reliable transportation.
• Ability to work cross-functionally with leadership, attorneys, marketing, intake, and operations.

Nice To Haves

• Experience managing a book of business, referral partner network, donor base, provider relationships, client accounts, or community partnerships.
• Experience with CRM systems, Excel, Monday.com, referral tracking tools, or sales pipeline reporting.
• Experience in legal, healthcare, disability services, veterans services, nonprofit, insurance, medical office outreach, home health or hospice liaison work, or professional services.
• Prior experience in a commission, bonus, quota, OTE, or performance-based role.
• Experience attending events, tabling, networking, presenting, or representing an organization externally.

Responsibilities

• Build, organize, and maintain a firmwide referral network, identifying and developing relationships with attorneys, law firms, medical providers, veterans organizations, nonprofits, community groups, professional organizations, and other potential referral partners.
• Maintain a portfolio of referral relationships organized by practice area, case type, referral quality, responsiveness, and relationship strength; identify gaps in referral coverage and recommend new partners and outreach opportunities.
• Develop and execute proactive outreach to expand the referral network and community awareness, including warm and cold outreach by phone, email, LinkedIn, in-person visits, and event follow-up.
• Schedule and attend meetings with prospective referral partners, explain the firm’s services and ideal referral fit, and maintain regular partner communication and professional follow-up.
• Track outreach activity, relationship status, next steps, referral outcomes, and progress toward monthly and quarterly outreach, qualified meeting, and referral-partner growth goals.
• Establish and maintain referral tracking for incoming and outgoing volume, referral sources, case types and statuses, case acceptance, follow-up needs, referral fees, and revenue opportunities where available.
• Maintain accurate referral data in the designated tracking system, CRM, spreadsheet, or other platform; provide leadership with regular reports on outreach, pipeline, events, referral trends, and potential revenue opportunities.
• Establish baseline referral data during the first quarter and support future KPI development for referral growth, qualified partners, outreach activity, and revenue impact.
• Represent the firm at networking and community events, professional association meetings, resource fairs, conferences, veterans events, and other outreach opportunities; coordinate event preparation, materials, staffing, lead collection, and follow-up.
• Conduct local travel for meetings, partner visits, and events, including occasional evening or weekend events when required.
• Coordinate outreach with Marketing and Leadership to support broader firm initiatives and strengthen the firm’s visibility as a trusted community resource.
• Collaborate with Marketing, Intake, Attorneys, Case Management, Operations, Leadership, and the MAA/personal injury, Social Security, and VA teams on referral development and processes.
• Work with Intake to identify referral trends, referral quality, and opportunities to improve the referral experience; coordinate with attorneys and leadership on outgoing referral partners and relationship priorities.
• Help create referral-partner education materials, outreach emails, scripts, presentations, follow-up templates, and event materials; communicate referral updates across departments.
• Identify process gaps and recommend improvements to reduce missed follow-ups, duplicate outreach, and human error.
• Communicate the firm’s services, referral process, and client-centered approach, and educate referral partners on referring Social Security Disability, VA Disability, and personal injury matters.
• Promote the firm’s accessibility, responsiveness, client care, language support, community involvement, and reputation, and help referral partners understand why they can trust the firm with their clients, contacts, and cases.

Benefits

• Eligibility for a performance-based bonus opportunity tied to approved referral development, relationship growth, outreach activity, and business development goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed