
Sales Development Representative with Legal Expertise
11 hours ago
As a Case Manager, you will serve as the primary point of contact for clients and their law firms. You’ll oversee incoming applications, review legal documentation, communicate with attorneys, and guide clients through each step of the funding process.
About the Role:
- Oversight of a pipeline of incoming pre-settlement funding applications to identify and capitalize on new business opportunities.
- Effective communication with clients, attorneys, and medical providers to collect case details and documentation, ensuring timely and accurate updates in our CRM system.
- Providing exceptional guidance to applicants throughout the funding process, fostering strong relationships built on trust and reliability.
Responsibilities:
- Analyze and interpret complex legal documents such as police reports, medical records, and settlement agreements to inform application decisions.
- Maintain the accuracy and integrity of our CRM database by providing timely updates on case statuses and resolving any discrepancies or issues that arise.
- Monitor the progress of applications and prioritize high-urgency cases effectively, ensuring seamless communication with all stakeholders involved.
Requirements:
- Minimum 2 years of experience in sales, legal funding, personal injury, claims processing, or client-facing roles, with a proven track record of success in similar positions.
- Strong analytical and problem-solving skills, with the ability to analyze and interpret complex data and information.
- Familiarity with personal injury case types, including auto accidents and premises liability, and the ability to navigate these complex areas with ease.
- Exceptional communication and interpersonal skills, with the ability to build strong relationships with clients, attorneys, and other stakeholders.
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