Client Care & Intake Specialist
About The Position
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
Requirements
- 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
- Regular, consistent, punctual attendance
Nice To Haves
- High volume phones, call center and/or law firm experience is preferred
Responsibilities
- 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
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
