Legal Plan Liaison (Internal)

Are you detail-oriented, proactive, and passionate about delivering exceptional client support? We’re looking for a Client Success Legal Plan Liaison to help manage and guide clients through the legal process with care and precision. In this vital role, you'll coordinate with third-party legal vendors such as Sentry, Veritas, and Guardian (GLG), ensuring timely communication, service timeline adherence, and seamless support from initial legal correspondence through resolution. If you thrive in a fast-paced environment and are committed to helping clients achieve the best possible outcomes, we’d love to meet you.

ABOUT US: 

At Alleviate Financial Solutions, we’re transforming lives every day by offering innovative debt relief solutions. As one of the fastest-growing companies in the industry, we are on a mission to help individuals and families regain financial freedom and build a brighter future. 

Our vision? To become the next-generation financial services company that guides people from debt to WEALTH. 

WHAT YOU’LL ENJOY: 

• A new best-in-class supportive leadership team guiding you to financial independence 

• Opportunities for career growth and advancement 

• A culture of recognition, appreciation, and celebration. 

• A mission-driven team passionate about making a difference 

• Company perks like swag, catered lunches, teambuilding activities and quarterly events 

• Our 50,000 sq. ft. headquarters in Irvine, CA is more than just an office—it’s a second home where collaboration, growth, and innovation thrive.   

• State-of-the-art amenities, including designer living rooms, wellness spaces, cafes, and a fitness center. 

COMPENSATION:

• $23.00 per hour

WHAT MAKES US THE BEST? 

• Brand Recognition - A recognized brand with a near 5-star consumer rating 
• Dedicated Training - We have a team of elite trainers, dedicated to helping you succeed 
• Thriving, High-Energy Culture – Be part of a team that’s empowering, dynamic, and built for success 
• Industry Leader - Alleviate is taking over the debt space, quickly becoming one of the most prominent companies in our industry 
• Career Growth & Leadership Development - We invest in our people and promote from within! 

WHAT YOU'LL DO: 

• Manage and monitor the legal pipeline for both Active and Non-Active Legal Plan clients, guiding them through litigation and related legal steps. 
• Serve as the primary contact between clients and third-party legal vendors, ensuring clear communication and prompt responses. 
• Drive vendor performance by establishing clear expectations, tracking results, and collaborating with the Negotiations and Payments Departments to support client satisfaction. 
• Maintain a high standard of service and compliance with all relevant regulatory guidelines, including CFPB, FTC, and FCC requirements. 
• Set and achieve departmental goals, evaluating and reporting on productivity and service metrics regularly. 
• Actively assist in troubleshooting complex or escalated client issues. 
• Coordinate and manage the flow of legal documents and correspondence to ensure timely handling and compliance with Company and regulatory policies. 
• Identify and differentiate various legal documents to streamline and support the legal process effectively. 
• Act as a point of contact for clients, legal vendors, and internal departments, answering questions, providing status updates, and facilitating communication. 
• Support daily production activities by tracking and reviewing case progress, identifying potential delays, and escalating issues as needed to maintain timelines. 
• Assist the Client Success Manager by compiling end-of-day (EOD) and other necessary reports, contributing to accurate data tracking and analysis. 
• Maintain open communication with the Client Success Manager regarding job-related updates, client issues, and any procedural challenges. 
• Build and maintain positive relationships with internal and external partners, handling all interactions with reliability, punctuality, and professionalism. 
• Take over client calls when needed, providing guidance, clarification, and support on case-related matters. 
• Regularly communicate essential job-related information and updates to the Client Success Manager to ensure transparency and alignment with departmental goals. 
• Participate in establishing, reviewing, and updating department and Company policies and procedures to ensure they remain effective and compliant. 
• Build and strengthen relationships with interdepartmental staff and external partners, contributing to a cohesive working environment and smooth client experience. 
• Actively seek continuous improvement by implementing feedback from management and team members. 
• Attend training sessions and department meetings to stay current with industry standards and company policies. 
• Complete other duties as assigned to support the goals of the Client Success department. 

• High school diploma or GED required. 
• Minimum of 2 years in a call center environment, ideally in debt resolution.  
• Proven experience in client service or customer service roles. 
• Effective in de-escalating challenging situations and making quick, sound decisions. 
• Highly detail-oriented with the ability to prioritize under pressure. 
• Strong organizational and multitasking abilities for timely task completion. 
• Exceptional communication skills, both written and verbal, with a persuasive and tactful approach. 
• Technical proficiency in MS Office Suite (Word, Excel, PowerPoint, Visio) and general computer literacy. 

ADDITIONAL PERKS & BENEFITS:

• Health, dental, and vision benefits available after 30 days of employment 
• Ancillary benefits including legal services, disability insurance, Employee Assistance Program, and much more! 
• 80 hours of PTO, 40 hours of Sick Pay, and 2 Health & Wellness Days
• Paid holidays
• 401(k) that can be elected from day 1 of employment! 
• The opportunity to work alongside an incredible group of people who are all driven to help others

Job Type: Full-time, non-exempt

Schedule: 8-hour shift, Monday to Friday 

Location: Irvine, CA 

We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; as we consider all qualified candidates, and any person who is driven to help others. 

Alleviate Financial Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

This position must pass a post-offer pre-employment criminal background check.