Representative, Balance Verifications

Libra Solutions; Charlotte (NC); On-site; CAD 59,000 - 76,000; Full time

Job summary

Libra Solutions, MoveDocs, is seeking a Representative, Balance Verifications to develop relationships with attorney clients and independently execute balance verification processes. The role emphasizes timely, accurate balance requests and final bill packages, with targets to meet monthly goals.

The candidate should be motivated, with strong interpersonal skills and the ability to work in a fast-paced environment in Charlotte, NC.

Qualifications

• High School diploma or GED required.
• 1-2 years of record retrieval, collections, sales, account management, or customer service experience required.
• Bachelor’s Degree a plus, but not required.
• Paralegal or legal background is a plus, but not required.
• Self-motivated with strong relationship-building and drive to meet monthly goals.
• Strong interpersonal and communication skills with attorneys, health providers and sales staff.
• Sound decision-making and proactive problem solving.
• Excellent verbal and written communication skills.
• Ability to manage professional/executive relationships and mentor newer team members.
• Dependable, professional, and solid work ethic.
• Ability to work in a fast-paced environment with monthly quotas.
• Must be able to work in-office at Charlotte, NC location.

Responsibilities

• Build rapport with attorney clients and other teams to deliver timely balance requests and final bill packages.
• Calculate current and final balances, provide payment amounts, and resolve discrepancies with minimal supervision.
• Create accurate final bill packages and keep attorneys updated on status per cadence.
• Manage a portfolio of open requests to ensure timely resolution and handle calls, emails, and tasks.
• Serve as escalation point for more complex inquiries.

Skills

Interpersonal skills

Verbal and written communication

Customer relations

Self-motivated

Time management

Microsoft Office

Problem solving

Education

High School diploma or GED

Bachelor’s degree a plus

Paralegal background a plus

Tools

Microsoft Office Suite

Windows OS

Job description

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.

MoveDocs is looking for a Representative, Balance Verifications to add to our dynamic team. This role is responsible for developing and fostering relationships with our attorney customers while independently executing our Balance Verification process, including handling more complex and time-sensitive requests. The successful candidate will be highly motivated to meet and exceed customer experience expectations and daily and monthly targets.

This position is based in our Charlotte, NC office.

Responsibilities:

• Works alongside our Servicing, Customer Operations, Total Access and PreCare teams building rapport, developing and fostering relationships with our attorney clients to deliver timely and accurate balance requests and final bill packages.

• Calculates current and final balance amounts due, provides payment amounts to the attorneys, and resolves discrepancies or disputed balances with minimal supervision.
• Creates and assures the accuracy and completeness of accounts in final bill packages.
• Keeps attorneys updated on the status of their requests according to our follow-up cadence, and proactively manages a portfolio of open requests to ensure timely resolution.
• Handles incoming attorney and provider calls, emails, and tasks, and serves as an escalation point for Associates on more complex inquiries.

• High School or GED required.
• 1-2 years of record retrieval, collections, sales, account management, or customer service experience required.
• Bachelor’s Degree a plus, but not required.
• Paralegal or legal background is a plus, but not required.
• Self-motivated and desire to build great relationships and exceed monthly goals.
• Strong interpersonal skills; ability to handle interactions with attorneys, health providers and sales people.
• Sound decision-making ability and proactive, independent problem-solving.
• Excellent verbal and written communication skills.
• Ability to manage professional and executive relationships, and to guide or mentor newer team members.
• Dependable, professional and good work ethic.
• Ability to work in a fast-paced environment with specific set business goals and monthly quotas.
• Proficient in Windows system and all Microsoft Office products.
• Must be able to work in-office at our Charlotte, NC location.

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.