Legal Assistant/Account Manager

Posted 5 Days Ago
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Charlotte, NC, USA
In-Office
Junior
Fintech • Financial Services
The Role
The Legal Assistant/Account Manager oversees post-funding functions for law firm accounts, ensuring accurate data management, negotiating deductions, and identifying business opportunities while delivering top customer service.
Summary Generated by Built In

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.  

Position Summary/Objective: This position is the direct contact for all post-funding functions for their accounts/law firms.

This position is based in our Charlotte, NC office.

Essential Functions:

  • Manage a book of assets based on accounts/law firms and serve as the primary post-funding firm manager
  • Obtain quarterly updates from law firm partners
  • Negotiate account balance deductions at the conclusion of cases
  • Verify account data is accurate
  • Identify opportunities for new business or maintenance needs and collaborate with assigned salesperson to accomplish
  • Deliver exceptional customer service
  • Identify opportunities to drive new and recurring business
  • Evaluate ongoing performance of law firm accounts against the standards of each product and determine proper escalation when needed

Requirements
  • High School or GED required
  • 1-3 years of relevant industry or legal experience is preferred
  • Ability to review and analyze data to render a decision
  • Exceptional interpersonal skills with a strong focus on customer service    
  • Ability to manage multiple projects at a time while paying strict attention to detail
  • Adaptability and strong critical thinking skills
  • Excellent written and verbal communication skills
  • Ability to calculate, explain and justify reductions in the context of the broader settlement
  • Independently handle difficult conversations and identify when escalation is needed
  • Effectively collaborate in a team environment, take ownership of tasks and complete objectives promptly
  • Ability to understand processes and identify improvement opportunities
  • Must be able to work in-office at our office location in Charlotte, NC.

Benefits

We believe taking great care of our customers starts with taking great care of our people. That’s why we offer competitive compensation and a comprehensive benefits package, including a choice of multiple medical plans, dental, vision, and life insurance, a 401(k) with generous company match, flexible spending accounts for medical and dependent expenses, and time off to recharge.

Skills Required

  • High School or GED
  • 1-3 years of relevant industry or legal experience
  • Exceptional interpersonal skills
  • Ability to manage multiple projects with attention to detail
  • Excellent written and verbal communication skills
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The Company
Rosemont, , Illinois
60 Employees
Year Founded: 2002

What We Do

Lien Management Software | Pre-Settlement Funding | MedLien Solutions® | Inheritance Funding Our services were developed by attorneys, healthcare providers, and innovators who saw that the legal system wasn’t working for many people. So they created new solutions to speed up cumbersome processes and provide financial relief to ensure positive outcomes for their customers. Libra Solutions continues to innovate, leveraging technology and financial strength to help balance the scales of justice for heirs, plaintiffs and those who serve them

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