Team Lead, Account Specialist

MoveDocs is seeking a highly motivated and detail-oriented Team Lead, Account Specialist to join our growing team. This role involves extensive client communication, both via phone and email, and requires a strong ability to manage, update, and summarize large sets of data using Excel and Power BI. The ideal candidate will be someone who excels at building and maintaining relationships with medical providers and cross-functional teams, particularly with department managers and business development teams across the country.
The role will primarily focus on reconciling accounts, managing trackers, summarizing data, and facilitating the timely posting or requesting of payments. Additionally, you will collaborate closely with various departments to improve processes and provide valuable insights through data analysis. As you grow into the role, there will be opportunities to lead teams and influence business strategies, making this an ideal position for someone who has a strong desire to grow into a leadership position.
Responsibilities:

• Regularly communicate with clients, medical providers, and internal teams via phone and email to resolve queries, provide updates, and manage expectations.
• Reconcile accounts, track outstanding payments, and coordinate with clients and internal teams to request payments or post received payments.
• Work closely with department managers and business development teams nationwide to ensure smooth communication, resolve issues, and contribute to the overall success of the team.
• Develop and maintain process documentation, procedures, and job aids to streamline workflows and ensure consistent execution.
• Build strong working relationships with medical providers, business development teams, and clients, ensuring a customer-focused approach and promoting positive interactions.
• Pivot effectively between various responsibilities and priorities, ensuring that tasks are completed efficiently while maintaining high-quality service.
• Develops rapport with the attorneys, firms, and medical providers.

Requirements:

• High School or GED required.
• 1-2 years of work experience related to office type environment, contact center environment preferred.
• Previous experience with law firms, in account management, customer service or collections preferred.
• Knowledge or experience with personal injury, medical billing, custodian of records a plus.
• Negotiation skills a plus but not required.
• Self-motivated with desire to build great relationships, and able to meet and exceed goals.
• Ability to multitask from application to application while on the phone and the computer is a must.
• Able to adapt to change and pivot easily between tasks and process changes.
• Ability to work quickly and accurately to meet tight deadlines.
• Excellent verbal and written communication skills to handle interactions with attorneys and medical providers.
• Ability to operate efficiently and effectively within a continuous evolving environment.
• Basic to advance proficiency in Microsoft Excel, Microsoft Word, and Outlook.

Benefits:

• MoveDocs offers competitive compensation, and benefits that includes medical, dental, vision and life insurance plans, plus paid time off.

About Us:
When life gets hard, we make it easier! Libra Solutions simplifies and eases the burden of legal processes for plaintiffs, heirs, and the attorneys and healthcare providers who serve them. 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 respective industries.
 

• MoveDocs is a technology-enabled services company designed as an end-to-end solution for personal injury law firms and healthcare providers. We are focused on helping uninsured and under-insured patients gain access to healthcare they need that would otherwise be unable to access or afford. We are proud of our mission and are passionate about applying technology to the challenge of making healthcare more accessible.
• Oasis Financial is the most recognized national brand and industry leader in consumer legal funding. Oasis helps plaintiffs regain control by helping to cover essential living expenses while they await legal settlements. Oasis Financial is also a founding partner of ARC, the Alliance for Responsible Consumer Lending, and APA, Americans for Patient Access.
• Probate Advance is the industry’s leading inheritance funding provider, providing heirs with the money they need until the lengthy inheritance process is completed.

Together under Libra Solutions, 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. The combination of our footprints, relationships, technology, and funding power solidifies our combined companies as the premier leaders in medical lien, medical legal, Pre-Settlement funding, and inheritance industries. #LI-JW1