Client Intake Specialist
FBT Gibbons LLP
Client Intake SpecialistFBT Gibbons LLP is a national law firm focused on serving companies operating and investing in the middle market. With nearly 1,500 employees across 26 offices, we support clients ranging from large multinationals to mid-sized businesses and growth-oriented startups across the United States. Our teams collaborate across departments and geographies to deliver excellent service to our clients, colleagues, and the communities we serve.At FBT Gibbons, diversity enriches our vibrant culture and empowers our teams to achieve more together. We welcome talented professionals who bring valuable skills, a collaborative mindset, and a shared commitment to helping our firm and clients thrive. Here, you'll make meaningful contributions, collaborate with exceptional colleagues, and build a career that grows with your skills and ambitions.We are currently seeking a Client Intake Specialist to support critical client onboarding and conflicts review functions that are essential to delivering timely and accurate service across the firm.The ideal candidate is organized and collaborative, with strong judgment and the ability to analyze information, identify issues, and communicate clearly with a range of stakeholders.This position is eligible for remote work in Charleston, WV; Cincinnati, OH; Columbus, OH, Dallas, TX; Florence, KY; Houston, TX, Indianapolis, IN; Lexington, KY; Louisville, KY; Nashville, TN; Pittsburgh, PA; or West Chester, OH.Key Responsibilities:Review, analyze and process electronic client intake forms.Communicate with the firm's Conflicts Attorneys, Client Intake Manager, Conflicts Counsel, attorneys and legal practice assistants regarding information on client intake forms and conflicts search reports.Conduct conflicts searches using the firm's database systems.Review and process information gathered from conflict searches and generate corresponding reports.Prepare clear and concise summaries of conflict search results.Identify and report performance issues with client intake and conflicts software.Collaborate with the billing team to maintain accurate and up to date client and matter data, including contact information, billing attorney assignments, and originating credit.Job Requirements:Bachelor's Degree required.Proficiency in Microsoft Office applications, including Word and Outlook, along with experience working with databases.Ability to develop and execute search strategies to obtain accurate results from electronic databases.Ability to synthesize complex or diverse information, to collect and research data and to use intuition and experience to analyze data.Strong customer service skills, with the ability to respond promptly and professionally to requests from employees at all levels, including in challenging situations.Ability to produce clear and concise written communications, including conflicts report summaries and email correspondence.Strong attention to detail, with accurate and efficient data entry skills.Ability to follow instructions provided in various formats and apply sound judgment in resolving routine problems with multiple variables.Ability to deliver exceptional client service, demonstrate flexibility, adapt to changes, and work in a team-oriented environment.FBT Gibbons is fully committed to equality of opportunity in all aspects of employment. It is the policy of FBT Gibbons to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.FBT Gibbons offers a competitive salary and a comprehensive benefits package, including health care coverage (medical, dental, and vision), life insurance, short- and long-term disability, paid parental leave, employee wellbeing and EAP programs, paid time off, and a 401(k) retirement plan with employer matching and profit-sharing. Benefit offerings and eligibility vary by location and are subject to applicable plan terms and legal requirements.In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.Applicants must be authorized to work in the United States without current or future employer sponsorship. FBT Gibbons does not provide visa sponsorship for this position.
$50k - $75k
...related to CPS. We handle sensitive, high-net-worth matters for clients and strive to give them a unique and personal service. Our... ...services. We are seeking a special person to assist with client intake and sales. Compensation: $50,000 - $75,000 yearly...SuggestedWeekend work- ...and innovative solutionsthat cater to the unique needs of each client. Our dedicated team of experts, equipped with cutting-edge... ...connected to innovation and growth. Join Our Team as a Claims Intake Specialist! Are you an empathetic communicator with a passion for helping...SuggestedTemporary workFlexible hours
- ...addiction, poverty, and limited opportunities. Receptionist & Intake Coordinator Position Overview As the initial point of... ...as the primary face and voice of NFNL to visitors and our clients. This role not only provides a welcoming environment for all who...SuggestedInterim roleWork at office
- Catapult Solutions Group is seeking a Healthcare Claims Intake Specialist in Addison, TX. This full-time, on-site role involves processing anesthesia claims, verifying insurance coverage, and ensuring compliance with billing requirements. The ideal candidate has 2+ years...SuggestedFull time
- ...and We Win Together, we're committed to supporting both our clients and one another. As a Social Security Disability law firm, we... ...us. Are you ready to take the next step in your career? The Intake Specialist is the first point of contact for clients and potential clients...SuggestedTemporary workWork at office
- ...UnitedHealth Group through FlexCare is hiring an Intake Specialist to handle referrals remotely across the U.S. in a full-time role. The job emphasizes timely intake, patient communication, and benefits verification within standard business hours. You will verify benefits...Full timeRemote work
- ...Intake and Placement Specialist (Dallas) Job Category : Provider Management Requisition Number : INTAK004327 Full-Time Hybrid Locations Showing 1... ...Communication Establishes and maintains appropriate rapport with all clients, families, and colleagues inside and outside of the...Full timeWork experience placementWork at office
$50k - $75k
...Katie L. Lewis, P.C. is seeking a full-time Intake Specialist to serve as the first point of contact for prospective clients navigating family law matters. In this role, you will speak with potential clients, gather key information, guide them through the intake process...Full timeWork at office$18 - $32 per hour
...to start **Caring. Connecting. Growing together. ** The Intake Specialist is responsible for receiving referrals from sources and ensuring... ...Monitors referrals and assess any of their needs Assist clients and staff with referral questions when needed You'll be...Hourly payMinimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work- ...Optum, part of UnitedHealth Group, seeks an Intake Specialist (2382409) to receive referrals, verify benefits, obtain authorizations, and coordinate with patients and providers. This remote role offers weekday schedules 8:00 am - 4:30 pm MST with possible overtime. You...Remote workWeekday work
$29 - $36 per hour
...Our client is seeking a Business Intake Specialist. The Business Intake Specialist will use uniform criteria, standards, and procedures to open new matters and assist in the efficient operations of the Business Intake Dept. This role will work Pacific Standard Time hours...Work at officeLocal area3 days per week- ...Job Summary:The Intake Coordinator is able to multitask utilizing excellent communication skills to ensure that the patient has adequate insurance or payor coverage for the infusion services that are being requested for AristaCare Health to provide. Then communicates...
$16.74 - $26.92 per hour
...Description Job Description The Utilization Review (UR) Intake Specialist provides staff support services including typing reports and... ...deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive...Hourly payMinimum wageFull timeWork at officeLocal areaRemote workFlexible hours- ...We are seeking a professional and skilled BILINGUAL LEGAL INTAKE SPECIALIST to join our team. You will work with cutting-edge technology... ...to deepen understanding and build confidence with our clients Provide strategic sales support by offering potential clients...Full timeWork from homeShift workNight shiftWeekend work
- ...Description: Innovations Community Mental Health Center delivers compassionate, client-centered behavioral health services throughout Texas. We are seeking a dynamic and highly organized Intake Coordinator / Administrative Assistant to support both client intake and...Full timeWork at officeMonday to Friday
- ...Training & development Paid time off Position Summary The Client Care Coordination Specialist serves as a vital liaison between patients, caregivers,... ...team. This role is responsible for coordinating patient intake, scheduling home health services, managing referrals,...Work at officeRemote work
$18.92 - $23.46 per hour
...clearinghouse submittals. Communicate effectively with franchise partners and other VCI departments regarding the status of order intake. Document case activity, communications, and correspondence in the computer system to ensure completeness and accuracy of...Full timeContract workTemporary workLocal areaRemote workFlexible hours- The Godsey Law Firm is seeking a Bilingual Intake Representative in Addison, TX. This client-facing role is pivotal in shaping case outcomes and client satisfaction through empathetic listening, precise information gathering, and clear guidance on the legal process. You...Weekend work
$27 per hour
...difficult cases. We look at all possible options to keep our clients in the United States with their families where they belong. We... ...others have turned clients away. Position Purpose The Sr. Intake Specialist serves as the most experienced member of the Intake Specialist...Work at officeLocal areaFlexible hours- ...Training & development ~ Vision insurance A phone operator/ intake specialist manages incoming and outgoing calls, routes messages, and... ...Specialist is the primary point of contact for prospective clients, screening incoming inquiries, gathering initial case details...Full timeWork at officeMonday to Friday
- ...As a Mental Health Intake Specialist - RN, your voice to influence patient care is valued and empowered at every turn -whether through open, collaborative relationships with your direct manager or more formal opportunities through hospital councils and national nursing...Temporary workImmediate startFlexible hours
$18 - $20 per hour
...Client Service Representative (CSR) Location: Syracuse, NY Schedule: Monday - Friday, 8:30am-5:00pm Join a Great Place to Work... .... You will interact directly with clients, manage projects from intake through delivery, and ensure every job is completed accurately...Hourly payWeekly payWork at officeImmediate startMonday to Friday- ...Dallas, TX 75202 Essential Duties And Responsibilities # Manage incoming customer concerns by conducting thorough intake processes, accurately documenting complaints, # requests, suggestions and commendations with proper grammar, punctuation, and attention...
- ...Receptionist - Client Service Specialist At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive...Full timeFlexible hours
$17 - $22 per hour
...less wait time than other ERs. We take pride in providing our clients with transparent, upfront pricing and clear communication at every... ...care process. About the role The Client Experience Specialist is primarily responsible for providing exceptional care and...Hourly payFlexible hoursShift workWeekend workAfternoon shift- ...Remote Client Support Specialist We are looking for a Remote Client Support Specialist based in the Dallas area to assist with travel planning coordination and client communication. This role focuses on delivering reliable support and maintaining organized travel details...For contractorsRemote workFlexible hours
$17.09 - $26 per hour
...Hoa Client Support Specialist The HOA Client Support Specialist is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. Provide excellent client service to Pacific Premier Bank's Community Association Banking...Remote work- ...About the job Client Support Specialist Overview We are looking for a Customer Service Representative to assist clients with planning and booking travel while providing excellent support throughout the process. This role focuses on helping clients explore...Remote workFlexible hours
- ...future of sports entertainment. Who We’re Looking For Based in Dallas, Texas and reporting to the Client Support Manager, the Technical Client Support Specialist is the first point of contact when one of our licensed partners or venue operators needs technical...Hourly payTemporary workRemote workWeekend workAfternoon shift
$55k
...speaking with individuals experiencing difficult or emotional circumstances Experience in call center, customer service, intake, or a similar client-facing role Strong listening skills and the ability to ask thoughtful, effective questions to understand a caller's...
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