Intake Specialist

Hupy and Abraham, a personal injury law firm headquartered in Milwaukee, WI, is looking for a professional and motivated Intake Specialist for the Appleton office. The Intake Specialist is responsible for screening potential new client calls and completing the intake process. RESPONSIBILITIES: Screening potential new client calls Explaining the Firm’s services and how they would benefit the potential new client Gathering facts from potential clients and entering them into the Firm’s case management software Uploading documents and entering status updates for referrals Conducting electronic, phone, mail, or video signups with clients during initial contact Assigning new potential client to Investigator for field sign up upon request Managing signup and intake paperwork which consists of tasks such as tracking intake packages, gathering missing documents and uploading information Reporting monthly statistics to Supervisor and Director of Operations Other duties and projects as assigned REQUIREMENTS: High School Diploma with 2 - 5 years of experience in a customer service role. Experience working at a law firm preferred. Must be able to be to travel locally using own vehicle as needed. Valid driver's license and auto insurance is required. Occasional evening on-call shifts may be required. Strong interpersonal communication skills (verbal & written) Ability to work independently Ability to multi-task and thrive in a fast paced/dynamic environment Computer experience should include intermediate knowledge of Outlook, Word, and Excel High level of professionalism and confidentiality BENEFITS AT A GLANCE: Medical Insurance Vision Insurance Life Insurance Employer Paid Short Term and Long Term Disability Flexible Spending Accounts 401(k) Plan Paid Time Off (PTO) for Holidays, Vacation, & Personal Time Founded in 1969 in Milwaukee, personal injury law firm Hupy and Abraham, S.C. has a record of success, collecting over $1 billion for over 70,000 satisfied clients. With 11 offices in Wisconsin, Illinois and Iowa, the firm has a reputation of providing sound legal representation to accident victims and giving back to the community. The firm has donated more than $1 Million to thousands of charitable organizations. Hupy and Abraham has received top rankings from national professional organizations and is voted best by the public. The firm and its staff have received over 250 awards praising its service and dedication to the legal field. Prospective candidates are encouraged to note that Hupy and Abraham, S.C. participate in E-Verify, demonstrating our commitment to maintaining a legal and compliant workforce. Hupy and Abraham, S.C. is proud to be an Equal Opportunity Employer. As part of our hiring process, we perform pre-employment background checks. #J-18808-Ljbffr