Client Relationship Specialist- Legal FundingH-465
Rockpoint Legal Funding
Monterrey, MX
hace 6 días
source : Kitempleo

Position Description : Account Executive Pre Settlement (Full Time Long Term Contractor)

  • We are looking for a smart, outgoing, and resourceful individual to be our next Account Executive within our pre-settlement funding department.
  • You will be responsible for delivering exceptional customer service to our clients who are personal injury attorneys and case managers.

    This is a unique opportunity for the right professional to assume the responsibility of being the liaison between Rockpoint and law offices to make the pre-settlement funding experience as seamless and efficient as possible.

    Responsibilities : - Obtaining case information and / or status of a case by communicating with case managers and attorneys.

  • Actively cross-selling products and services to clients by looking for opportunities to maximize a case. - Coordinating with various departments within a law firm to obtain case information and walking our clients through the entire funding process.
  • The AE will be responsible for obtaining all necessary documents, advising approvals or denials to relevant stakeholders, and following up on procedures and surgeries.

  • After training, you will be underwriting cases up to a set dollar amount. - Preparing files to submit to the underwriting team for review.
  • Assisting in preparing and coordinating the execution of various contracts needed for a funding. - Providing case managers with regular updates on cases and coordinating with other departments to streamline a request.
  • Monitoring all active and pending applications. Keeping applications moving continuously. - Maintaining detailed and accurate notes on applications.
  • Performs additional duties as assigned.Qualifications : Must be an energetic and reliable individual with the ability to thrive in a fast-paced, performance-driven organization.
  • This individual should have high emotional intelligence, charisma, interpersonal skills, the ability to read between the lines and ask the right questions.

    The individual must possess the following knowledge, skills and abilities and be able to explain and demonstrate that he or she can perform the essential functions of the job, with or without reasonable accommodation, using some other combination of knowledge, skills, and abilities : Job Requirements : - Legal experience in personal injury.

    Detail-oriented, very organized, and strong ability to multi-task. - Self-motivated, proactive as well as an analytical problem solver.

  • Knows how to prioritize and self-manage their own workload. - Experience handling large volume of cases. - High degree of organizational skills.
  • Personable when dealing with clients, vendors, and third parties alike. - Be discrete with patients’ health information, ability to comport to HIPPA standards.
  • Excellent communication skills (verbal, listening, writing). High level of comfort and confidence on the telephone, as well as the ability to communicate effectively through emails.
  • Intermediate to advanced computer and data entry skills (Word, Excel, Outlook, Internet). - Must be dependable, efficient, with a strong work ethic.
  • Ability to work with other departments and in a team. - 2-5 years of experience in a similar role. - Background check.
  • Strong knowledge of personal injury terminology is a plus. - Spanish speaking is a plus.Legal Experience in personal injury is a plus.
  • This is an exciting opportunity to join a very well-capitalized small company. We are a tight-knit group and are looking for a bright, organized and charismatic individual to join our team.

    This opportunity seeks someone who wants to grow, develop, and scale as our business is really ramping up.Rockpoint’s Core Values : - Operational Efficiency - Creating a Supportive Team Environment - Fast-Paced Innovation - Ownership & Accountability - Acting Ethically and with IntegrityHOW TO APPLY : *Please send us a resume in English and state in the email that you meet all of the above requirements.

    Additionally, you must send us two voice recordings. One in English and one in Spanish that tells why you would be interested in working for our company.

    Sent email to Celeste at rockpointlegal.comWe will not respond to you if you do not do the above tasks.Compensation : Depending on experience.

  • Job Type : Full-timePay : $135.00 - $175.00 per hourExperience : - Personal Injury : 3 years (Preferred) - Case Management : 3 years (Preferred) - Customer Service : 3 years (Preferred) - Legal : 3 years (Preferred)Education : - Bachelor's (Required)
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