Role overview

Qualifications

3+ years of experience in a call center, legal, financial, or intake-related role
Familiarity with pre-settlement funding, personal injury, or legal funding processes
Detail-oriented and accurate
Comfortable managing multiple cases simultaneously

Responsibilities

Handle inbound and outbound calls from clients seeking pre-settlement funding
Gather accurate case information — accident details, attorney info, case status, and insurance data
Assess case eligibility and route to the appropriate funding team for review
Coordinate with attorneys and law firms to collect necessary documentation

Key facts

Full time
Finance Assistant
English

Hard skills

Call Center Experience Legal Knowledge Personal Injury Law

Other skills

Financial Literacy
Communication
Detail Oriented
Time Management
Physical Flexibility

About the company

SMDigital Partners

Digital Marketing & SEO Agencies

At SMDP, we are a passionate agency focused on offering digital solutions to support the growth of our partners at any stage of their business, becoming their best ally to solve problems and achieve goals in the digital world. We are committed to taking your business to another level and being the friend (family) and partner that will help you achieve your objectives. Additionally, we are willing and prepared to act in moments of crisis and emerge victorious from them, as our focus is on the digital transformation of your business. We work from our skills and knowledge to help our clients achieve their business goals.

Company details

Company typeSME

IndustryDigital Marketing & SEO Agencies

Company size51 - 200

Links

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Job description

WHAT YOU'LL OWN

Handle inbound and outbound calls from clients seeking pre-settlement funding
Gather accurate case information — accident details, attorney info, case status, and insurance data
Assess case eligibility and route to the appropriate funding team for review
Coordinate with attorneys and law firms to collect necessary documentation
Keep detailed, accurate records of every client interaction and case update
Follow up consistently to move cases through the pipeline without delays
Maintain compliance with industry regulations and data privacy standards

WHO YOU ARE

3+ years of experience in a call center, legal, financial, or intake-related role (Required)
Familiarity with pre-settlement funding, personal injury, or legal funding processes is a strong plus
A warm, professional communicator — you handle sensitive conversations with care and confidence
Detail-oriented and accurate — you know the small things make a big difference in this industry
Comfortable managing multiple cases simultaneously without dropping the ball
Discreet and trustworthy with sensitive client and legal information
Flexible with shifting schedules and thrives in a fully remote setup

WHAT WE OFFER

Full-time remote work with a complete WFH support program
Maxicare HMO + PhilHealth coverage
SIL, PTO, and a special birthday leave
Paid vacation leave
Zero-interest employee loan program
Performance bonuses and merit-based recognition
Monthly Gen Pow-Wows and team engagement events with prizes
Arvios Leadership Development Academy and workshop programs
Monthly 1-on-1 touchbase calls with your HR partner

HOME OFFICE REQUIREMENTS (MUST PROVIDE SCREENSHOT)

Stable internet connection with at least 100 Mbps postpaid
Laptop/Computer Specs: Minimum 16GB RAM with Intel i5 core processor, AMD Ryzen 5, or higher equivalent.
For Windows users: Windows 11 OS is required
Noise-Cancelling Headset
Dual Monitor is mandatory
Backup Internet Connection (Prepaid Home WIFI Router or Pocket WIFI) and Power Outage Backup