Legal Services Customer Service Representative

Dane Street

. Assist staff with legal inquiries .

Posted 11/9/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in legal case management, client communication, and workflow training, with a strong focus on maintaining accurate documentation and meeting deadlines. Proficient in supporting medical exam and peer review processes within the insurance claims domain.

Highest-signal resume keywords

Legal Case ManagementClient CommunicationWorkflow TrainingCritical ThinkingTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Case DocumentationInformation VerificationMedical Document OrganizationDane Street System ProficiencyClient Profile Maintenance

Soft Skills

ProfessionalismSensitivityClear CommunicationRelationship BuildingTeam Oversight

Certifications & Qualifications

Associate's Degree

Industry Keywords

Litigation SupportCustomer ServiceHealthcareInsurance ClaimsDefense Counsel

About the role

Key responsibilities & impact

Assist staff with legal inquiries
Lead client requests
Train on workflow processes
Maintain accurate and up-to-date Legal client profile instructions
Intake new cases and review or verify information and requests
Draft cases by entering information into the Dane Street system
Work with clients to obtain missing information needed for claim processing
Sort, organize, and create medical document listings when required
Assign and schedule new cases to physicians for review
Verify that assigned physicians have no conflicts of interest
Update clients frequently on cases in progress
Clarify referral information and ensure proper documentation is provided to assigned reviewers
Ensure specified case documentation is provided to clients
Assign cases to experts and form relationships with doctors
Monitor, process, and track cases to meet deadlines
Provide initial and follow-up training to CSR teams as needed
Research and train CSR teams on new regulations or client requirements
Provide oversight to team members when needed
Improve processes to support turnaround time, peer-to-peer success rates, and reduce returned reports
Perform other duties and special projects as assigned
Process and coordinate work supporting Dane Street’s independent medical exam and peer review programs for insurance claims

Requirements

What you’ll need

Experience supporting litigation preferred
Customer service experience preferred
Legal assistant experience preferred
Background working alongside defense counsel preferred
Ability to handle client matters with sensitivity, discretion, and professionalism
Ability to engage with clients professionally, provide clear updates, and maintain positive relationships
Ability to communicate with clients, reviewers, and staff
Ability to take direction and facilitate case assignment and scheduling
Ability to review and verify new case information and requests
Ability to work with clients to obtain missing information pertinent to claim processing
Ability to assign and schedule cases based on location, reviewer availability, guidelines, jurisdictional requirements, and client requirements
Ability to identify conflicts of interest for physician case assignments
Strong communication skills
Critical thinking ability
Efficient time management and ability to meet specific deadlines
Computer literacy and typing skills
Ability to supply and support own internet services
Ability to maintain an uninterrupted internet connection while working from home
Associate’s Degree preferred
Business experience in a healthcare and/or insurance setting preferred

Benefits

Comp & perks

Medical, dental, and vision coverage for employees and families
Voluntary life insurance for employees, spouses, and children
Voluntary hospital indemnity, critical illness, accident indemnity, and pet insurance plans
Basic life insurance at no cost
Short-term disability coverage at no cost
Long-term disability coverage at no cost
Generous paid time off policy
401(k) plan with company match
Apple equipment for remote workspace
Media stipend for remote workspace
Remote work arrangement