Client Care & Intake Specialist
About The Position
The Client Care & Intake Specialist creates and fields client intakes, collects and records information from potential clients, and opens cases in case management software. The role sends and receives retainer agreements for prospective clients who meet specific criteria and follows up on intakes as needed. It also involves outbound calls and regular communication with clients, medical providers, and the legal team about doctor appointment availability and client attendance or compliance. The specialist maintains and verifies data across multiple systems, following data-entry procedures and correcting, deleting, or re-entering information as needed. Regular, consistent, punctual attendance is required. This is a full-time position with standard hours Monday through Friday, 40 hours per week; some overtime may be needed based on projects. The position has no supervisory responsibility.
Requirements
- Understanding of general legal procedures and business practices.
- Knowledge of standard clerical and general office administration procedures.
- Exceptional communication skills.
- Ability to work well under pressure and exercise good judgment.
- Strong attention to detail.
- Strong working knowledge of MS Office Suite.
- Ability to work well in a team atmosphere.
- Ability to lift a minimum of twenty pounds.
- High School Diploma or GED required.
- Must type 45 words per minute with accuracy.
Nice To Haves
- High-volume phone, 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 prospective clients who meet 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.
- Maintain regular, consistent, punctual attendance.
- Follow up on intakes as needed.
- Place outbound calls.
- Contact medical providers and clients regarding doctor appointment availability.
- Follow up with medical providers when clients are non-compliant with appointments.
- Communicate consistently and regularly with clients regarding appointments.
- Communicate consistently and regularly with the 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
Education Level
High school or GED
