
Senior Client Relationship Specialist
1 week ago
Job Summary:
We are seeking a skilled Case Manager to join our team. As a key member of our organization, you will be responsible for managing incoming applications, reviewing legal documentation, communicating with attorneys and clients, and guiding them through the funding process.
Key Responsibilities:
- Oversee a pipeline of incoming pre-settlement funding applications.
- Communicate with clients, attorneys, and medical providers to collect case details and documentation.
- Provide compassionate and efficient guidance to applicants throughout the funding process.
Client and Case Management:
Document Review and Evaluation:
- Analyze legal documents such as police reports, medical records, and settlement documents.
- Ensure the completeness and accuracy of law firm submissions.
Process and System Optimization:
- Maintain CRM accuracy with timely updates on case statuses.
- Monitor progress of applications and prioritize high-urgency cases effectively.
Required Skills and Qualifications:
- 2+ years in sales, legal funding, personal injury, claims processing, or client-facing roles.
- Experience handling sensitive legal documentation.
- Familiarity with personal injury case types (e.g., auto accidents, premises liability).
- Strong communication skills and a client-first attitude.
- Proficiency in Google Workspace.
- Ability to multitask in a fast-paced, high-volume environment.
Benefits:
- Fully Remote Setup - work from anywhere.
- Paid Time Off - 2 weeks leave plus US federal holidays.
- Mentorship - hands-on guidance from legal funding professionals.
- Growth - access to tools and resources to enhance your legal and client service skills.
- Global Community - join a network of top-tier professionals.
- Wellness - flexible schedule designed for work-life harmony.
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