Client Care & Intake Specialist

Client Intake Specialist

Create and field client intakes

Collect and record information from potential clients and open cases in case management software

Send and receive retainer agreements for perspective clients who meet the specific criteria

Maintain data entry requirements by following data program techniques and procedures

Verify entered data by reviewing, correcting, deleting, or re-entering information

Combine data from multiple systems

Regular, consistent, punctual attendance

Follow-up on intakes (as needed)

Placing outbound calls

Contact with medical providers and clients regarding availability of doctor appointments

Follow up calls from medical providers when clients are non-compliant with appointments

Consistent and regular communications with clients regarding appointments

Consistent and regular communications with legal team regarding clients

Understanding of general legal procedures and business practices

Standard clerical and general office administration procedures

High volume phones, call center and/or law firm experience is preferred

Exceptional communication skills

Ability to work well under pressure and to exercise good judgment

Strong attention to detail

Strong working knowledge of MS Office Suite

Must work well in a team atmosphere

Ability to lift a minimum of twenty pounds

High School Diploma or GED required

Must type 45 wpm with accuracy

No Supervisor responsibility

This is a full time position, standard hours Monday – Friday of 40 hours per week. Some overtime, as necessary based upon projects.