Representative, Balance Verifications

Libra Solutions • Charlotte, NC

2d • Onsite

About The Position

MoveDocs is seeking a Representative, Balance Verifications to join its team in the Charlotte, NC office. The role develops and fosters relationships with attorney customers while independently executing balance verification work, including complex and time-sensitive requests. The successful candidate is expected to meet and exceed customer experience expectations and daily and monthly targets. The position works with internal teams to provide timely and accurate balance requests and final bill packages, calculate amounts due, resolve discrepancies, maintain open requests, and handle escalated inquiries.

Requirements

• High school diploma or GED.
• 1–2 years of experience in record retrieval, collections, sales, account management, or customer service.
• Self-motivation and a desire to build strong relationships and exceed monthly goals.
• Strong interpersonal skills and the ability to interact with attorneys, health providers, and salespeople.
• Sound decision-making and proactive, independent problem-solving abilities.
• Excellent verbal and written communication skills.
• Ability to manage professional and executive relationships and guide or mentor newer team members.
• Dependability, professionalism, and a strong work ethic.
• Ability to work in a fast-paced environment with specific business goals and monthly quotas.
• Proficiency with Windows systems and Microsoft Office products.
• Ability to work in-office at the Charlotte, NC location.

Nice To Haves

• Bachelor’s degree.
• Paralegal or legal background.

Responsibilities

• Work with the Servicing, Customer Operations, Total Access, and PreCare teams to build rapport and foster relationships with attorney clients, delivering timely and accurate balance requests and final bill packages.
• Calculate current and final balance amounts due, provide payment amounts to attorneys, and resolve discrepancies or disputed balances with minimal supervision.
• Create final bill packages and ensure their accounts are accurate and complete.
• Keep attorneys updated on request status according to the follow-up cadence and proactively manage a portfolio of open requests to ensure timely resolution.
• Handle incoming attorney and provider calls, emails, and tasks.
• Serve as an escalation point for Associates handling more complex inquiries.

Benefits

• Choice of multiple medical plans.
• Dental insurance.
• Vision insurance.
• Life insurance.
• 401(k) with company match.
• Flexible spending accounts for medical and dependent expenses.
• Time off to recharge.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED