Client Manager

Summary

Join Rockpoint Legal Funding as a Law Firm Client Manager, a remote contractor role managing client relationships with law firms, medical providers, and internal teams. You will be the primary liaison, processing requests, coordinating medical information, cross-selling services, and ensuring smooth case progression. This position requires paralegal or case management experience in personal injury, strong communication skills (including fluency in English and Spanish), and exceptional organizational abilities. The ideal candidate is detail-oriented, energetic, and thrives in a fast-paced environment. Rockpoint offers paid holidays and 5 PTO days annually.

Requirements

• Must have Paralegal or Case Manager experience, preferably in the personal injury space
• Must be detail-oriented, very organized, and possess a strong multitasking ability
• Must be an energetic and reliable individual who can thrive in a fast-paced, performance-driven organization
• Should have high emotional intelligence, charisma, interpersonal skills, and the ability to read between the lines and ask the right questions
• Excellent communication skills (verbal, listening, writing). High level of comfort and confidence on the phone and the ability to communicate effectively through email
• You must speak fluent English and Spanish
• You must have a high-speed internet connection at your home (80 Mbps)
• Up-to-date laptop with at least 8GB RAM
• You must have a working computer system

Responsibilities

• Obtain case information and process requests directly with personal injury case managers and/or attorneys
• Coordinating with various medical providers to obtain medical information, including obtaining all necessary documents, advising approvals or denials to relevant stakeholders, and following up on procedures and surgeries
• Actively cross-selling products and services to clients by seeking opportunities to maximize cases
• Coordinating with various departments within a law firm to obtain case information and walk our clients through the entire funding process
• Managing incoming and outgoing phone calls and emails from law firms, surgical facilities, hospitals, and doctors regarding funding processes, surgeries, and other procedures
• Preparing files to submit to the underwriting team for review
• Assisting in preparing and coordinating the execution of various contracts needed for funding
• Providing law firm case managers with regular updates on cases and coordinating with other departments to streamline requests
• Monitoring all active and pending applications, ensuring applications are moving continuously
• Maintaining detailed and accurate notes on applications
• Performs additional duties as assigned

Preferred Qualifications

Two computer monitors are a plus!

Benefits

• Paid Holidays
• 5 PTO Days / Year