Legal Referral Specialist

• Review legal intakes.
• Identify clients’ needs and match the appropriate provider with client using our proprietary database.
• Source attorneys for the Workplace Options network.
• Enter provider information into our database/case management system.
• Maintain strict confidentiality of our clients’ information.
• Communicate provider information to our clients.
• Proactively manage caseload.
• Any other delegated responsibilities and specially assigned duties, as management deems necessary.

• Bachelor’s Degree required. 
• Able to work in a fast-paced work environment.
• Able to Multitask while maintaining a high level of quality and productivity.
• Able to navigate proficiently in varying databases and on the internet.
• Able to work effectively as a team member in a team environment.
• Proficient with proprietary and unique software applications.
• Flexible to adapt to the work volume and flow during peak times.
• Excellent interpersonal, written, and oral communication skills.
• A high level of literacy with a variety of software applications including Excel and Word. 
• Well-honed research skills - can perform web research creatively, quickly and efficiently.  Can prepare ad hoc client reports accurately and quickly.
• Experience working in a recruitment, sales, or credentialing position preferred.  

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