Referral Coordinator

The Referral Coordinator is responsible for developing, maintaining, and managing the firm's referral network to support business growth and effective collaboration with referral partners. This role serves as the primary point of contact for outbound and inbound referrals, assisting in communication between internal teams, referral partners, and clients. In addition to creating and maintaining relationships with our partners, the Referral Coordinator is also responsible for overseeing all inbound and outbound referrals from placement through resolution.

Job Duties:

Connect clients with firms that specialize in areas outside of our expertise

Request/Provide updates for both inbound and outbound referrals

Schedule initial meetings with referral partners

Generate and send General Referral Contracts to partners, following company standards

Assist Case Managers with distributing and tracking co-counsel fees

Data Entry for new referrals

Identify areas for growth and assist in building partnerships with local firms to fill those needs.

Assist our sign-up team with inbound calls

Benefits include paid employee medical insurance, dental coverage, and paid basic life insurance for employee and family, other voluntary supplemental coverages offered, 401(k) with company match, paid holidays and paid time off.

Demonstrates the ability to build and maintain positive working relationships with external partners

Excellent verbal and written communication skills

Exceptional organizational and time management skills

Strong attention to detail

Proficient computer skills and knowledge of Microsoft Office (Word, Excel, and Outlook) as well as the ability to learn new software and technology