Client Care & Intake Specialist

Job Description

Job Description

Description:

• 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.