Legal Services Customer Service Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide assistance to staff regarding legal inquiries.

• Manage client requests effectively.

• Conduct training sessions on workflow processes.

• Ensure that Legal client profile instructions are accurate and current.

• Intake new cases, reviewing or verifying information and requests.

• Draft cases by entering necessary information into the Dane Street system.

• Collaborate with clients to gather any missing information required for claim processing.

• Organize and create listings of medical documents when necessary.

• Assign and schedule new cases for physician review.

• Confirm that assigned physicians have no conflicts of interest.

• Regularly update clients regarding the status of ongoing cases.

• Clarify referral information and ensure that appropriate documentation is provided to reviewers.

• Guarantee that specified case documentation is delivered to clients.

• Assign cases to experts and cultivate relationships with doctors.

• Monitor, process, and track cases to adhere to deadlines.

• Offer initial and follow-up training to CSR teams as required.

• Research and educate CSR teams on new regulations or client requirements.

• Provide oversight to team members when necessary.

• Enhance processes to improve turnaround times, peer-to-peer success rates, and minimize returned reports.

• Perform additional duties and special projects as assigned.

• Process and coordinate work supporting Dane Street’s independent medical exam and peer review programs related to insurance claims.

⛳️ Requirements

• Preferred experience in supporting litigation.

• Customer service experience is advantageous.

• Prior experience as a legal assistant is preferred.

• Background working with defense counsel is advantageous.

• Ability to address client matters with sensitivity, discretion, and professionalism.

• Skills to engage with clients professionally, provide clear updates, and maintain positive relationships.

• Proficient in communication with clients, reviewers, and staff.

• Capability to take direction and facilitate case assignment and scheduling.

• Ability to review and confirm new case information and requests.

• Proficient in working with clients to gather missing information relevant to claim processing.

• Skills to assign and schedule cases based on location, reviewer availability, guidelines, jurisdictional requirements, and client needs.

• Competence in identifying conflicts of interest for physician case assignments.

• Strong communication abilities.

• Ability to think critically.

• Efficient time management skills and the ability to meet specific deadlines.

• Computer literacy and proficient typing skills.

• Ability to provide and support personal internet services.

• Capability to maintain a stable internet connection while working from home.

• An Associate’s Degree is preferred.

• Business experience in a healthcare and/or insurance context is preferred.

🏝️ Benefits

• Comprehensive medical, dental, and vision coverage for employees and their families.

• Voluntary life insurance for employees, spouses, and children.

• Optional plans for hospital indemnity, critical illness, accident indemnity, and pet insurance.

• Basic life insurance provided at no cost.

• Short-term disability coverage at no cost.

• Long-term disability coverage at no cost.

• Generous paid time off policy.

• 401(k) plan with company match.

• Apple equipment for remote work setup.

• Media stipend for remote workspace enhancements.

• Flexible remote work arrangement.