Intake Coordinator

When life gets hard, we make it easier! Libra Solutions helps overcome the burdens created by slow-moving legal processes. Combining technical innovation and financial strength, we help speed cumbersome workflows and ease financial barriers for our customers. And our companies are leaders in their industries! Oasis Financial is the largest and most recognized national brand in consumer legal funding. Oasis helps consumers awaiting legal settlements to move forward with their lives. MoveDocs is a personal injury solutions platform that integrates and streamlines medical, financial, and professional services for personal injury cases. Our mission is to improve outcomes for plaintiffs, accelerate settlements for attorneys, and ensure timely payment for providers.  We are proud of our mission and passionate about applying technology to the challenge of making healthcare more accessible. We also are the leading inheritance funding provider through Probate Advance, helping heirs access their inheritance immediately, without the lengthy process of probate.    

Together, under the Libra Solutions banner, we have relationships with over 40,000 attorneys and over 7,000 healthcare providers nationwide, which gives us an amazing platform to service our customers.   

Libra Solutions is looking for an Intake Coordinator to serve as the first point of contact for prospective clients, ensuring a professional and efficient intake experience. This role is responsible for prompt outreach, accurate data collection, and proper documentation in the case management system. The position requires strong communication, attention to detail, and the ability to manage multiple priorities while upholding the organization’s standards of service and professionalism.

This position is based in our Huntersville, NC office.

Essential Functions:

• Review intake queue throughout the day, ensuring all potential new clients are contacted immediately
• Complete intake with prospective client, ensuring accurate and complete information is obtained
• Send required paperwork via text and/or email to new clients
• Represent company values often as the first representative to engage with our clients
• Accurately enter intake data into company case management software
• Triage incoming intake calls, faxes and emails to appropriate destinations  
• Provide excellent customer service

• General understanding of healthcare and/or med-legal terminology is a plus
• Bi-lingual in Spanish is a plus
• Excellent telephone and electronic communication skills 
• Excellent customer service with eagerness to build relationships
• Self-motivated and self-directed when prioritizing tasks based upon volume of incoming intakes
• Works well among a team environment  
• Positive, multi-tasking and ambitious attitude
• Detail and goal oriented
• Solution focused
• Must be able to work in-office at our Huntersville, NC location

We offer competitive compensation and benefits that include medical, dental, vision, life insurance plans, 401k with company match and paid time off.