Referral Manager

Morgan & Morgan, P.A.; Miami (FL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Paid time off

Paid holidays

Job summary

Morgan & Morgan, P.A. is seeking a Referral Manager to visit law firms across the territory, develop relationships with lawyers, and present our value proposition. The role focuses on education about our service areas and opportunities to build a robust leads book.

The ideal candidate is self-motivated, proactive, tech-savvy, and professional, with strong people skills. Must have an active attorney licensure in any state.

Qualifications

• Active Attorney Licensure (any state).
• 3+ years of business development or account management in legal sales.
• Established relationships with PI firms in the area.
• Strong written and verbal communication skills.
• Strong organizational skills.
• Proficiency in Microsoft Office.
• Ability to harness financial data to inform decisions.

Responsibilities

• Visit law firms to develop relationships and present Morgan & Morgan's services.
• Manage a large book of leads and track metrics.
• Attend meetings, events, and internal trainings.
• Acquire an abundance of leads and maintain accounts/partners.
• Meet and exceed financial goals and performance metrics.
• Stay informed on industry and competitive landscape.

Skills

Attorney licensure

Business development

Account management

Communication skills

Organizational skills

MS Office

Financial data analysis

Job description

At Morgan & Morgan, the work we do matters. For millions of Americans, we’re their last line of defense against insurance companies, large corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the winning fight for consumer rights. Our over 6,000 employees are all united by one mission: For the People.

Summary

The Referral Manager will visit law firms throughout their territory to develop relationships with the lawyers, present our value proposition, educate them, and keep them up to date on the different service areas and opportunities Morgan & Morgan has to offer. The goal is to develop a strong book of business that will yield a robust number of leads.

The ideal candidate will be a self-motivated, take initiative, technologically competent, charismatic, consistent individual, with good people skills, and present themselves in a well-dressed, professional, and classy persona. Must have an active attorney licensure in any state.

Responsibilities

• Organize and plan their day/week in advance. This will include, setting up meetings with new law firms, follow up calls and emails.
• Remain engaged with all Active and Prospective accounts
• Utilize oversight over their leads to ensure that they are being handled in the most effective manner
• Attend all sales meetings, events, and internal training seminars
• Acquire an abundance of leads
• Remain engaged with all Accounts/Referral partners
• Prospecting and meeting firms daily in-person
• Consistently beat expectations and goals
• Build and maintain client relationships
• Track and record metrics throughout sales process
• Meet and exceed financial goals
• Understand and keep up to date with industry and competitive landscape knowledge

Qualifications

• Active Attorney Licensure (any state)
• 3+ years of Business Development or Account Management Experience, preferably in Legal Sales
• Established relationships with PI firms in the area
• Strong written and verbal communication skills
• Strong organizational skills
• Proficiency in Microsoft Office
• Ability to harness financial data to inform decisions

Compensation: Base salary + generous bonus structure.

Morgan & Morgan is a leading personal injury law firm dedicated to protecting the people, not the powerful. This success starts with our staff. For full-time employees, we offer an excellent benefits package including medical and dental insurance, 401(k) plan, paid time off and paid holidays.

Equal Opportunity Statement

Morgan & Morgan provides 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.

E-Verify

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form.

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