Case Referral Associate

Position Summary: The Case Referral Associate is responsible for monitoring and following up on all referred cases. The Case Referral Associate ensures that processes and procedures are followed, maintains communication with the referring attorney and insurance companies.

Key Responsibilities:

• Monitor and follow-up with all Referred Cases
  • Communicate with referring attorneys to gather information about each case.
  • Filed Suit – Receive Court Stamped Petition.
  • Check Received – Update Case.
  • Withdrew – Receive Withdraw letters that include WLG in them.
  • Save all information received in the Docs folder.
  • Update all cases with case notes.
  • Escalate to Manger any referring attorneys that will not respond.
  • Have quarterly in person meetings with Referring Attorneys.
• Obtain and Save Contract on PNC referrals from Referring Attorneys
  • Follow-up with Referring Attorneys on PNC referrals.
  • Obtain and Save Contracts.
  • Update Class Codes.
  • Close rejected Cases.
• Refer out cases as instructed by WLG attorneys
  • Monitor the TBR List.
  • Send cases to the Referring Attorney.
  • Follow-up with Referring Attorney as to whether or not they accept the case.
  • Follow-up with WLG Attorneys on Client Consent.
  • Send the full case to Referring Attorney.
• Follow-up on Retained Interest Cases
  • Call Insurance Companies to see if settlement reached
  • Look up county court records to see if suit filled
  • Call Client as needed

Education Requirements

• High school diploma or GED equivalent

Physical Requirements:

• Office environment with normal business hours necessary to satisfactorily perform job functions.
• Stationary Position – Must be able to remain in a stationary position up to 50% of the time.
• Move or Traverse – This position needs to occasionally move about inside the office to access file cabinets, meeting rooms, office machinery, etc. May occasionally ascends/descends the stairs to get to other floors, cafeteria and parking area.
• Dexterity – constantly operates a computer and other office machinery such as a copy machine/printer.
• Move, Transport, Position, Put, Install, Remove - Occasionally moves supplies weighing up to 10 pounds for various presentation and event needs.
• Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information - The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess - The ability to observe details at close range (within a few feet of the observer).

Benefits and Perks:

• Medical, dental, vision
• Company paid Life and AD&D Insurance
• Company Paid STD (with no waiting period) and LTD Insurance
• Option to purchase additional Life and AD&D Insurance
• Voluntary Critical Illness, Accident, and Hospital Indemnity Coverage
• 401(k) with company contributions
• Paid Time Off
• 10 Company Holidays
• Tuition Reimbursement