Legalease Plan

We are only accepting Texas residents at this time: Please do not apply if you do not live in Texas. Thank you!
Who we are:
We are a legal access employee benefits company that makes the needs of members a priority and strives to offer them the best product and service in a personal, but professional, manner.
At LegalEASE, we consider our culture to be among our most important resources. Over the decades our team members have built our culture into what it is today - an environment for our team members to be creative and grow, have fun and be successful, and help our customers to the best of their abilities. Today, this culture is the core at our decision making and strategy.
Join our Team:
We create a customer focused work environment by providing Team Members with the same level of service, respect, and dignity that we provide to our members. Our deeply instilled culture is personified by our Team Members who ensure that we have helped each and every member to the best of our abilities, and to become a company that is easy to work with. If you want to be a part of this cohesive team with opportunities to build a successful career, LegalEASE is the right place for you.
Job Purpose:
We are looking for a detail oriented, efficient individual who can derive a sense of pride and fulfilment in work well done. This role is a customer service position with the purpose of working with members to successfully obtain all pertinent information to be able to have them matched with the appropriate legal representation. This role works in a call center environment handling inbound and outbound calls from and to members and providers. This role works in a team environment and is expected to consistently maintain metrics/KPI's as defined by management.
What you will do:

• Follow the vision, goals, and direction of the department.
• Answer incoming emails in a timely manner as defined by the Service Level Agreements
• Quickly determine the caller's needs and proceed to handle the intake of information and assist the caller
• Confirm eligibility when necessary and verify plan benefits
• Complete a thorough and accurate case profile during intake
• Ensure that the member has a clear and correct understanding of benefits and process before ending the initial call
• Attempt to create comfort zones with each member
• Work with the team to proactively solve issues
• Communicate effectively and in a timely fashion with customers, teammates, and management Notate all applicable information into each case within the CMS
• Complete a Daily Status Updates when referrals are not ready the same day or the next day, so that the information can be communicated to the member
• Provide Referral information to the member within 30 minutes of completion
• Use every available contact method to provide the referral to the member
• Follow up within one (1) day to confirm that the member received the referral information and was able to reach the attorney unless a success warm transfer call was completed during referral
• Follow up with the members until it can be confirmed that the member has had a consultation using the Follow-up Guidelines when you are unable to reach the member
• Ensure that the member was satisfied with the consultation and determine whether the member will use the Provider's services, would prefer another Provider, or has received all necessary services
• Continue following up with the member until the Providers are completed to ensure satisfaction, at each and every touch point, proactively and after
• Report all issues, concerns, complaints and potential problems with Members or Providers using the Escalations Procedures
• Respond to all phone messages and emails within two (2) business hours
• Report daily activity, using the standard Daily Report format
• All other duties as assigned.
• Perform other duties as assigned.

You will do it using your:

• Excellent verbal and written communication skills.
• Ability to take ownership of project.
• Ability to meet aggressive deadlines while maintaining a positive attitude.
• Ability to work under pressure and follow through on tasks.
• Strong organizational skills, Ardent, with an applicable sense of urgency.
• High attention to detail and proven ability to manage multiple, competing priorities simultaneously with minimum supervision.
• Ability to build relationships with leadership team/department heads, in order to more successfully and efficiently complete and prioritize Pricing Actuary/ Underwriter related tasks under deadline.
• Ability to maintain in-depth working knowledge of LegalEASE's systems and processes.

Basic Qualifications:

• High School Diploma, College Degree preferred
• Must demonstrate strong customer service skills, displaying sound judgement and decision-making
• Must manage customer expectations by resolving issues in a timely manner
• Must plan work appropriately and balance multiple priories
• Excellent communication skills, both written and verbal
• Must maintain the highest level of professionalism
• Microsoft Office proficiency
• Minimum typing speed of 55 wpm required

Our Offering:

• Culture built on Trust, Respect, and Integrity
• Environment that supports the personal drive for excellence
• Access to robust health insurance and legal benefit plans
• Training and Development opportunities
• Paid vacation
• Free Fitness Center on property
• 401 (k) Retirement plan

Work Authorization/Security Clearance:

• Candidate must have valid work authorization for the U.S.
• A criminal background investigation is conducted on every Legal Access Plans employee.
• All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

AAP/EEO Statement:
Legal Access Plans is an equal opportunity employer.
Flexible work from home options available.
Compensation: $36,000.00 - $39,000.00 per year
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Join the LegalEASE Team
Empowering people. Protecting futures. Building careers
At LegalEASE, we're on a mission to make legal help accessible, compassionate, and high-quality - for every member, every time. As one of the nation's leading providers of legal plan benefits, we support millions of members with guidance, coaching, and access to experienced attorneys through our trusted network.
♥Our Mission
To become the premier provider of legal plan benefits by providing extensive support, coaching and access to experienced attorneys in the highest quality manner, while holding true to our principles, values and goals as we grow.
Who we are
LegalEASE, a Legal Access Company, partners with employers across the nation to offer robust Legal Insurance Plans that simplify life's most complex challenges.
Through our easy-to-use legal service platform, members receive personalized support from dedicated Advocates who guide them every step of the way.
Since 1971, we've led the industry in legal benefits innovation-recognized nine times by Inc. Magazine as one of America's Fastest-Growing Private Companies (2011-2024).
Today, we proudly serve 10 million members with a network of 20,000+ providers - and growing.
♥ Life and Culture
Our culture is the heart of who we are.
We believe that when people feel supported, respected, and inspired, they do their best work.
At LegalEASE, you'll join a diverse, mission-driven team that values:

• Collaboration - we work together to create real impact.
• Innovation - we encourage creativity and continuous improvement.
• Community - we give back through our outreach and volunteer programs.
• Balance - we promote well-being, growth, and flexibility.

"We're not just helping people with legal issues-we're helping them move forward with confidence."
- LegalEASE Team Member Our Guiding Principles

• Create a customer focused work environment by providing your coworkers with the same level of service, respect and dignity you would a member.
• Embrace diversity as an essential component in the way we do everything.
• Apply the highest standards of excellence in the credentials of our Providers, level of service and processes we use daily.
• Help each member individually and ensure that everything you do is in the interest of the member.
• Contribute positively to our industry, community and our environment.
• Recognize that productivity is essential to our profitability and future success.

Why LegalEASE?
We're more than a workplace - we're a community built on purpose and growth.
When you join LegalEASE, you'll experience:

• Meaningful work that helps millions of people each year.
• A supportive team environment that values your voice and ideas.
• Professional development opportunities through our Leadership Academy and training programs.
• Competitive pay, benefits, and a culture that celebrates success.

If you're ready to build a career with impact and join a team that's redefining legal access-LegalEASE is the place for you
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