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Referral Specialist

đŸ”„ 2 minutes ago

đŸ€  Texas – Remote

infoinfo

đŸ’” $22 / hour

⏰ Full Time

🟱 Junior

🟡 Mid-level

đŸ—ŁïžđŸ‡Ș🇾 Spanish Required

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Logo of Zinda Law Group, PLLC

Zinda Law Group, PLLC

51 - 200 employees

đŸ’Œ Consulting

đŸ„ Healthcare

⚖ Legal

Consulting ‱ Healthcare ‱ Legal

Zinda Law Group, PLLC is a nationally recognized personal injury law firm that represents individuals injured in accidents and incidents such as car, truck, motorcycle, pedestrian, rideshare, workplace, premises liability, dog bites, gas explosions, traumatic brain injuries, and wrongful death cases. The firm offers no-win no-fee representation, 24/7 free consultations, multilingual (Spanish) services, and has offices across multiple U. S. states (including Texas, Arizona, New Mexico, Colorado, and Florida) with reported recoveries in the hundreds of millions of dollars. Zinda Law Group emphasizes client communication, case results, and advocacy against insurers and negligent parties to secure compensation for injury victims.

📋 Description

‱ Receive, acknowledge, verify, and track incoming attorney referrals ‱ Gather intake information, case summaries, records, deadlines, and authorization for client contact ‱ Coordinate conflict checks and attorney review; flag missing information and urgent issues ‱ Track referrals through acceptance, decline, or referral decisions and keep referring firms informed ‱ Obtain and save referral agreements, engagement documents, and supporting records ‱ Maintain the pending outgoing-referral queue and send authorized referrals to approved firms ‱ Follow up on pending placements and coordinate acceptance, referral terms, and client consent ‱ Draft withdrawal and transfer letters and coordinate signed agreements and consents ‱ Securely transmit case files, confirm receipt and acceptance of representation, and update statuses ‱ Monitor active referred-out cases and obtain status updates at least quarterly ‱ Maintain referral-partner information and build professional referral relationships ‱ Keep practice management records, referral trackers, correspondence, and case folders current and accurate ‱ Coordinate with Finance on ledgers, expense reimbursements, referral fees, Closing Statements, payments, and reconciliation ‱ Prepare reports on referrals, placement times, pending matters, case updates, fees, and reimbursable costs ‱ Identify bottlenecks and recommend process improvements to the manager

🎯 Requirements

‱ Bilingual (English and Spanish) communication skills ‱ Paralegal degree, training or certification (ABA approved program) ‱ Two years of personal injury or medical malpractice law firm experience in referrals, intake, legal assistant, paralegal, or case coordination ‱ Clear, professional communication with attorneys, referral partners, prospective clients, and clients experiencing stressful circumstances ‱ Strong organization, accuracy, and follow-through; ability to manage a high volume of matters, prioritize deadlines, and work independently while following procedures and escalating concerns ‱ Proficiency with practice management or CRM systems, email, spreadsheets, electronic documents, and digital file management; ability to learn the firm's systems and complete required training ‱ Sound judgment with confidential information and a clear understanding of when attorney review or approval is required ‱ Preferred: Experience with personal injury or medical malpractice matters, law firm referral relationships, client transfers, or referral-fee tracking ‱ Preferred: Experience coordinating matters across multiple states ‱ Preferred: Paralegal training or certification

đŸ–ïž Benefits

‱ Paid Time Off and Paid Holidays ‱ Paid Parental Leave ‱ Retirement Plan with Generous Company Contribution Match ‱ Medical, Dental, and Vision Insurance ‱ Excellent Working Environment ‱ Opportunities to work remotely ‱ Opportunities for Ongoing Training and Mentoring by Our Outstanding Team ‱ Opportunities to Advance and Grow in the Company

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