Case Referral Associate

Reposted 7 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
Entry level
Legal Tech
The Role
The Case Referral Associate monitors and follows up on referred cases, ensures processes are followed, and maintains communication with attorneys and insurance companies.
Summary Generated by Built In

Witherite Law Group (WLG) is a personal injury law firm specializing in motor vehicle accidents. Our vision is to improve the life of each person we serve. Whether it is for our employees, our clients, or our community, WLG puts people first, provides unmatched expertise, and displays integrity in every situation.  

Our attorneys and staff are committed to helping injured clients get the care and service they deserve. We take care of the complex legal work so that our clients can focus on recovery and getting their lives back. We are determined to help our clients get the settlement they deserve, and we will be by our client’s side every step of the way.  

This firm is a Top 100 Places to Work recipient and a National Top Workplace honoree. We are proud of these achievements and honored to be among this prestigious list of companies. Our culture is special. But you can’t just take our word for it...apply today and join the WLG family.  

Position Summary: The Case Referral Associate is responsible for monitoring and following up on all referred cases. The Case Referral Associate ensures that processes and procedures are followed, maintains communication with the referring attorney and insurance companies.

Key Responsibilities: 

  • Monitor and follow-up with all Referred Cases
    • Communicate with referring attorneys to gather information about each case.
    • Filed Suit – Receive Court Stamped Petition.
    • Check Received – Update Case.
    • Withdrew – Receive Withdraw letters that include WLG in them.
    • Save all information received in the Docs folder.
    • Update all cases with case notes.
    • Escalate to Manger any referring attorneys that will not respond.
    • Have quarterly in person meetings with Referring Attorneys.
  • Obtain and Save Contract on PNC referrals from Referring Attorneys
    • Follow-up with Referring Attorneys on PNC referrals.
    • Obtain and Save Contracts.
    • Update Class Codes.
    • Close rejected Cases.
  • Refer out cases as instructed by WLG attorneys
    • Monitor the TBR List.
    • Send cases to the Referring Attorney.
    • Follow-up with Referring Attorney as to whether or not they accept the case.
    • Follow-up with WLG Attorneys on Client Consent.
    • Send the full case to Referring Attorney.
  • Follow-up on Retained Interest Cases
    • Call Insurance Companies to see if settlement reached
    • Look up county court records to see if suit filled
    • Call Client as needed

Education Requirements

  • High school diploma or GED equivalent

Physical Requirements:  

  • Office environment with normal business hours necessary to satisfactorily perform job functions.   
  • Stationary Position – Must be able to remain in a stationary position up to 50% of the time.  
  • Move or Traverse – This position needs to occasionally move about inside the office to access file cabinets, meeting rooms, office machinery, etc.  May occasionally ascends/descends the stairs to get to other floors, cafeteria and parking area.
  • Dexterity – constantly operates a computer and other office machinery such as a copy machine/printer.  
  • Move, Transport, Position, Put, Install, Remove - Occasionally moves supplies weighing up to 10 pounds for various presentation and event needs. 
  • Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information - The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
  • Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess - The ability to observe details at close range (within a few feet of the observer).

Benefits and Perks:

  • Medical, dental, vision
  • Company paid Life and AD&D Insurance
  • Company Paid STD (with no waiting period) and LTD Insurance
  • Option to purchase additional Life and AD&D Insurance
  • Voluntary Critical Illness, Accident, and Hospital Indemnity Coverage
  • 401(k) with company contributions
  • Paid Time Off
  • 10 Company Holidays 
  • Tuition Reimbursement

Please note that this job description is intended to outline the primary duties of the role and is not intended to be an exhaustive list. The job description is subject to change with or without prior notice, and that a reasonable accommodation may be requested to perform the essential functions of the job. 

WLG and its affiliated companies provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

WLG and its affiliated companies participate in E-Verify. For additional information please review the E-Verify Participation Poster and Right to Work Poster from the Department of Homeland Security. 

Skills Required

  • High school diploma or GED equivalent
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The Company
HQ: Dallas, Texas
0 Employees
Year Founded: 2001

What We Do

Witherite Law Group is a rarity and trailblazer in the world of personal injury law. Our mission and commitment is to be the most knowledgeable, most experienced, most reputable, hardest working, most client-centered, and most successful attorneys in the industry. We lead by results and character, not promises and gimmicks. Leading personal injury firm, Witherite Law Group has offices in Dallas, Fort Worth, and Atlanta. Our firm has expertise in motor vehicle accidents and strives to improve the life of each person who has been injured by the wrongful actions of others. We serve our clients, community, and one another by putting people first, offering unmatched expertise, and acting with integrity always.

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