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Physician Life Care Planning · 1 day ago

Legal Services Case Manager

San Antonio, Texas Metropolitan Area

Full-time

Onsite

Entry, Mid Level

2+ years exp

Physician Life Care Planning is dedicated to delivering exceptional service and effective solutions to clients. The Legal Services Case Manager will engage with clients, manage logistics, and coordinate services to ensure that all aspects of their case are handled efficiently while building strong relationships with clients.

Health CareLegalMedical

Hiring Manager

Brittani Bailey

Responsibilities

Proactively address client inquiries and resolve issues with a sense of urgency and professionalism

Based on their needs, advise and educate clients on available products and services, enhancing their overall experience. Serve as a consultative partner, effectively communicating the company's products, services, retention agreements, policies, processes, and procedures

Effectively manage and coordinate a demanding workload of active cases, which include scheduling, tracking receipt of records and supporting documents, meeting deadlines, travel coordination, and expert calendar maintenance

Provide complex back-office support to physicians and non-physician experts

Maintain consistent communication with clients through email and phone, demonstrating strong communication skills

Collaborate with the Accounting department to align on customer billing, and invoicing specifics

Assist in the company’s Accounts Receivable function by forming meaningful relationships that will enable our clients to stay current on their financial obligations

Intake new cases with a focus on customer-centric service

Identify and recommend process improvements to enhance efficiency and client satisfaction

Oversee and manage compliance with the operations calendar, ensuring it aligns with client and production deadlines, depositions, trials, and experts' schedules

Distribute products according to company policy and provide support for other duties as needed

Monitor and manage assigned client accounts to ensure prompt and timely receipt of payments by established PLCP deadlines

Phone call and e-mail follow-up with clients regarding aging AR accounts 30/60/90 days past due, retainer payments, final payments, and payments for services

Manage bi-weekly reporting to accounting to verify all aging accounts and tower collection performance

Retrieve all invoices requested by clients to be resent for payment

Create ledgers of client pending account invoices for payment

Work with the Accounting Department to arrange any specialized client payment arrangements

Escalate all aging AR accounts from the past 90 days to the Sales Department, where three complete interactions have taken place. Complete interactions to be defined as attempts where we have established contact with a client

Qualification

Customer service experienceTelephone communicationEmail communicationMicrosoft Office SuiteProblem-solving skillsMultitaskingClient rapportTime managementTeamwork